Wendell David Associates’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 | $1.09M | Sell |
2,681
-278
| -9% | -$113K | 0.11% | 88 |
|
|
2025
Q1 | $1.47M | Sell |
2,959
-1,247
| -30% | -$620K | 0.15% | 77 |
|
|
2024
Q4 | $2.19M | Sell |
4,206
-90
| -2% | -$46.8K | 0.22% | 68 |
|
|
2024
Q3 | $2.66M | Buy |
4,296
+176
| +4% | +$109K | 0.25% | 64 |
|
|
2024
Q2 | $2.28M | Buy |
4,120
+33
| +0.8% | +$18.2K | 0.23% | 68 |
|
|
2024
Q1 | $2.38M | Sell |
4,087
-26
| -0.6% | -$15.1K | 0.24% | 71 |
|
|
2023
Q4 | $2.18M | Sell |
4,113
-134
| -3% | -$71.1K | 0.24% | 71 |
|
|
2023
Q3 | $2.15M | Buy |
4,247
+673
| +19% | +$341K | 0.25% | 70 |
|
|
2023
Q2 | $1.87M | Buy |
3,574
+309
| +9% | +$161K | 0.21% | 76 |
|
|
2023
Q1 | $1.88M | Buy |
3,265
+135
| +4% | +$77.8K | 0.22% | 76 |
|
|
2022
Q4 | $1.72M | Sell |
3,130
-14
| -0.4% | -$7.71K | 0.21% | 75 |
|
|
2022
Q3 | $1.6M | Buy |
3,144
+25
| +0.8% | +$12.7K | 0.21% | 73 |
|
|
2022
Q2 | $1.69M | Buy |
3,119
+95
| +3% | +$51.6K | 0.22% | 73 |
|
|
2022
Q1 | $1.79M | Buy |
3,024
+314
| +12% | +$185K | 0.2% | 76 |
|
|
2021
Q4 | $1.81M | Buy |
2,710
+1,205
| +80% | +$804K | 0.18% | 78 |
|
|
2021
Q3 | $860K | Buy |
1,505
+140
| +10% | +$80K | 0.1% | 95 |
|
|
2021
Q2 | $689K | Buy |
1,365
+23
| +2% | +$11.6K | 0.08% | 103 |
|
|
2021
Q1 | $612K | Buy |
1,342
+27
| +2% | +$12.3K | 0.07% | 101 |
|
|
2020
Q4 | $613K | Sell |
1,315
-14
| -1% | -$6.53K | 0.08% | 101 |
|
|
2020
Q3 | $587K | Hold |
1,329
| – | – | 0.08% | 99 |
|
|
2020
Q2 | $482K | Hold |
1,329
| – | – | 0.07% | 106 |
|
|
2020
Q1 | $377K | Hold |
1,329
| – | – | 0.06% | 114 |
|
|
2019
Q4 | $432K | Sell |
1,329
-20
| -1% | -$6.5K | 0.06% | 118 |
|
|
2019
Q3 | $393K | Hold |
1,349
| – | – | 0.06% | 121 |
|
|
2019
Q2 | $396K | Hold |
1,349
| – | – | 0.06% | 123 |
|
|
2019
Q1 | $369K | Buy |
1,349
+313
| +30% | +$85.6K | 0.06% | 126 |
|
|
2018
Q4 | $232K | Buy |
1,036
+130
| +14% | +$29.1K | 0.04% | 135 |
|
|
2018
Q3 | $221K | Buy |
+906
| New | +$221K | 0.03% | 149 |
|