Westbourne Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-368
| Closed | -$228K | – | 91 |
|
|
2024
Q3 | $228K | Sell |
368
-200
| -35% | -$124K | 0.08% | 84 |
|
|
2024
Q2 | $314K | Hold |
568
| – | – | 0.11% | 75 |
|
|
2024
Q1 | $330K | Hold |
568
| – | – | 0.12% | 76 |
|
|
2023
Q4 | $301K | Hold |
568
| – | – | 0.12% | 76 |
|
|
2023
Q3 | $288K | Hold |
568
| – | – | 0.13% | 75 |
|
|
2023
Q2 | $296K | Buy |
568
+20
| +4% | +$10.4K | 0.13% | 79 |
|
|
2023
Q1 | $316K | Buy |
548
+20
| +4% | +$11.5K | 0.15% | 77 |
|
|
2022
Q4 | $291K | Buy |
528
+20
| +4% | +$11K | 0.15% | 77 |
|
|
2022
Q3 | $258K | Buy |
508
+15
| +3% | +$7.62K | 0.14% | 80 |
|
|
2022
Q2 | $268K | Hold |
493
| – | – | 0.17% | 70 |
|
|
2022
Q1 | $291K | Buy |
493
+125
| +34% | +$73.8K | 0.12% | 80 |
|
|
2021
Q4 | $246K | Hold |
368
| – | – | 0.1% | 92 |
|
|
2021
Q3 | $210K | Sell |
368
-365
| -50% | -$208K | 0.1% | 80 |
|
|
2021
Q2 | $370K | Sell |
733
-30
| -4% | -$15.1K | 0.17% | 66 |
|
|
2021
Q1 | $348K | Hold |
763
| – | – | 0.17% | 66 |
|
|
2020
Q4 | $355K | Buy |
763
+85
| +13% | +$39.5K | 0.21% | 62 |
|
|
2020
Q3 | $299K | Buy |
+678
| New | +$299K | 0.34% | 39 |
|