WA
Waverly Advisors’s Thermo Fisher Scientific TMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
25,115
+1,610
| +7% | +$653K | 0.11% | 189 |
|
|
2025
Q1 | $11.7M | Buy |
23,505
+1,982
| +9% | +$986K | 0.14% | 159 |
|
|
2024
Q4 | $11.2M | Buy |
21,523
+1,346
| +7% | +$700K | 0.17% | 123 |
|
|
2024
Q3 | $12.5M | Buy |
20,177
+1,442
| +8% | +$892K | 0.23% | 90 |
|
|
2024
Q2 | $10.4M | Buy |
18,735
+16,349
| +685% | +$9.04M | 0.2% | 104 |
|
|
2024
Q1 | $1.39M | Buy |
2,386
+158
| +7% | +$91.8K | 0.03% | 314 |
|
|
2023
Q4 | $1.18M | Sell |
2,228
-5
| -0.2% | -$2.65K | 0.04% | 201 |
|
|
2023
Q3 | $1.13M | Buy |
2,233
+131
| +6% | +$66.3K | 0.05% | 185 |
|
|
2023
Q2 | $1.1M | Buy |
2,102
+99
| +5% | +$51.7K | 0.05% | 175 |
|
|
2023
Q1 | $1.15M | Sell |
2,003
-1
| -0% | -$576 | 0.06% | 135 |
|
|
2022
Q4 | $1.1M | Buy |
2,004
+198
| +11% | +$109K | 0.06% | 127 |
|
|
2022
Q3 | $916K | Buy |
1,806
+282
| +19% | +$143K | 0.06% | 117 |
|
|
2022
Q2 | $828K | Sell |
1,524
-50
| -3% | -$27.2K | 0.08% | 95 |
|
|
2022
Q1 | $930K | Sell |
1,574
-2
| -0.1% | -$1.18K | 0.08% | 80 |
|
|
2021
Q4 | $892K | Sell |
1,576
-58
| -4% | -$32.8K | 0.08% | 84 |
|
|
2021
Q3 | $1.03M | Hold |
1,634
| – | – | 0.09% | 76 |
|
|
2021
Q2 | $890K | Buy |
1,634
+240
| +17% | +$131K | 0.08% | 74 |
|
|
2021
Q1 | $649K | Buy |
1,394
+49
| +4% | +$22.8K | 0.06% | 89 |
|
|
2020
Q4 | $664K | Sell |
1,345
-35
| -3% | -$17.3K | 0.07% | 84 |
|
|
2020
Q3 | $653K | Hold |
1,380
| – | – | 0.09% | 77 |
|
|
2020
Q2 | $575K | Buy |
1,380
+75
| +6% | +$31.3K | 0.07% | 81 |
|
|
2020
Q1 | $370K | Buy |
1,305
+16
| +1% | +$4.54K | 0.06% | 94 |
|
|
2019
Q4 | $428K | Hold |
1,289
| – | – | 0.06% | 90 |
|
|
2019
Q3 | $375K | Hold |
1,289
| – | – | 0.05% | 93 |
|
|
2019
Q2 | $379K | Buy |
1,289
+75
| +6% | +$22.1K | 0.06% | 87 |
|
|
2019
Q1 | $332K | Hold |
1,214
| – | – | 0.05% | 90 |
|
|
2018
Q4 | $272K | Sell |
1,214
-191
| -14% | -$42.8K | 0.05% | 95 |
|
|
2018
Q3 | $343K | Sell |
1,405
-315
| -18% | -$76.9K | 0.05% | 143 |
|
|
2018
Q2 | $356K | Buy |
1,720
+315
| +22% | +$65.2K | 0.06% | 140 |
|
|
2018
Q1 | $290K | Buy |
1,405
+153
| +12% | +$31.6K | 0.05% | 150 |
|
|
2017
Q4 | $238K | Sell |
1,252
-35
| -3% | -$6.65K | 0.03% | 213 |
|
|
2017
Q3 | $244K | Sell |
1,287
-35
| -3% | -$6.64K | 0.05% | 197 |
|
|
2017
Q2 | $231K | Buy |
+1,322
| New | +$231K | 0.06% | 194 |
|
|
2014
Q4 | – | Sell |
-47
| Closed | -$6K | – | 655 |
|
|
2014
Q3 | $6K | Hold |
47
| – | – | ﹤0.01% | 600 |
|
|
2014
Q2 | $6K | Hold |
47
| – | – | ﹤0.01% | 561 |
|
|
2014
Q1 | $6K | Sell |
47
-928
| -95% | -$118K | ﹤0.01% | 526 |
|
|
2013
Q4 | $109K | Buy |
975
+75
| +8% | +$8.39K | 0.04% | 213 |
|
|
2013
Q3 | $83K | Buy |
+900
| New | +$83K | 0.04% | 174 |
|