WealthPlan Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.6M Buy
16,275
+9,848
+153% +$3.99M 0.48% 69
2025
Q1
$3.2M Buy
6,427
+2,216
+53% +$1.1M 0.31% 85
2024
Q4
$2.19M Buy
4,211
+241
+6% +$125K 0.22% 98
2024
Q3
$2.46M Buy
3,970
+1,231
+45% +$761K 0.25% 93
2024
Q2
$1.51M Buy
2,739
+110
+4% +$60.8K 0.23% 85
2024
Q1
$1.53M Buy
2,629
+374
+17% +$217K 0.23% 82
2023
Q4
$1.2M Buy
2,255
+305
+16% +$162K 0.19% 91
2023
Q3
$987K Buy
1,950
+942
+93% +$477K 0.17% 86
2023
Q2
$526K Sell
1,008
-694
-41% -$362K 0.16% 90
2023
Q1
$981K Sell
1,702
-2,753
-62% -$1.59M 0.17% 87
2022
Q4
$2.56M Buy
4,455
+645
+17% +$371K 0.18% 108
2022
Q3
$2.13M Buy
+3,810
New +$2.13M 0.16% 109
2022
Q1
$437K Buy
+790
New +$437K 0.03% 268