WMG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-452
| Closed | -$225K | – | 195 |
|
|
2025
Q1 | $225K | Buy |
452
+2
| +0.4% | +$995 | 0.1% | 154 |
|
|
2024
Q4 | $234K | Buy |
450
+10
| +2% | +$5.2K | 0.1% | 143 |
|
|
2024
Q3 | $272K | Sell |
440
-49
| -10% | -$30.3K | 0.12% | 124 |
|
|
2024
Q2 | $270K | Buy |
489
+70
| +17% | +$38.7K | 0.14% | 110 |
|
|
2024
Q1 | $244K | Buy |
+419
| New | +$244K | 0.14% | 116 |
|
|
2023
Q3 | – | Sell |
-402
| Closed | -$210K | – | 120 |
|
|
2023
Q2 | $210K | Buy |
402
+33
| +9% | +$17.2K | 0.15% | 112 |
|
|
2023
Q1 | $256K | Buy |
+369
| New | +$256K | 0.21% | 83 |
|
|
2022
Q3 | – | Sell |
-406
| Closed | -$221K | – | 153 |
|
|
2022
Q2 | $221K | Hold |
406
| – | – | 0.19% | 123 |
|
|
2022
Q1 | $239K | Buy |
406
+77
| +23% | +$45.3K | 0.18% | 140 |
|
|
2021
Q4 | $220K | Buy |
+329
| New | +$220K | 0.17% | 158 |
|