WFA
Wellspring Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $240K | Sell |
591
-48
| -8% | -$19.5K | 0.02% | 137 |
|
2025
Q1 | $318K | Buy |
639
+4
| +0.6% | +$1.99K | 0.04% | 95 |
|
2024
Q4 | $330K | Sell |
635
-46
| -7% | -$23.9K | 0.03% | 94 |
|
2024
Q3 | $421K | Buy |
681
+206
| +43% | +$127K | 0.05% | 92 |
|
2024
Q2 | $263K | Buy |
475
+95
| +25% | +$52.5K | 0.04% | 114 |
|
2024
Q1 | $221K | Buy |
+380
| New | +$221K | 0.03% | 121 |
|