WMS Partners’s Thermo Fisher Scientific TMO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-830	Closed	-$432K	–	242
2024 Q4	$432K	Buy	830 +135	+19%	+$70.2K	0.02%	202
2024 Q3	$430K	Sell	695 -392	-36%	-$242K	0.02%	195
2024 Q2	$601K	Sell	1,087 -26	-2%	-$14.4K	0.04%	136
2024 Q1	$647K	Buy	1,113 +52	+5%	+$30.2K	0.04%	133
2023 Q4	$563K	Sell	1,061 -543	-34%	-$288K	0.04%	146
2023 Q3	$812K	Sell	1,604 -234	-13%	-$118K	0.06%	109
2023 Q2	$959K	Buy	1,838 +28	+2%	+$14.6K	0.08%	105
2023 Q1	$1.04M	Sell	1,810 -47	-3%	-$27.1K	0.09%	92
2022 Q4	$1.02M	Sell	1,857 -44	-2%	-$24.2K	0.1%	95
2022 Q3	$964K	Buy	1,901 +15	+0.8%	+$7.61K	0.13%	90
2022 Q2	$1.03M	Sell	1,886 -75	-4%	-$40.8K	0.16%	83
2022 Q1	$1.16M	Buy	+1,961	New	+$1.16M	0.16%	74
2021 Q4	–	Sell	-3,399	Closed	-$1.94M	–	259
2021 Q3	$1.94M	Buy	3,399 +503	+17%	+$287K	0.28%	49
2021 Q2	$1.46M	Sell	2,896 -94	-3%	-$47.4K	0.22%	58
2021 Q1	$1.37M	Sell	2,990 -540	-15%	-$247K	0.31%	51
2020 Q4	$1.64M	Buy	3,530 +87	+3%	+$40.5K	0.28%	48
2020 Q3	$1.52M	Sell	3,443 -127	-4%	-$56.1K	0.3%	49
2020 Q2	$1.29M	Buy	3,570 +13	+0.4%	+$4.71K	0.27%	55
2020 Q1	$1.01M	Buy	3,557 +65	+2%	+$18.4K	0.28%	55
2019 Q4	$1.14M	Sell	3,492 -1,325	-28%	-$431K	0.25%	57
2019 Q3	$1.4M	Buy	4,817 +1,913	+66%	+$557K	0.34%	49
2019 Q2	$853K	Buy	2,904 +761	+36%	+$224K	0.21%	68
2019 Q1	$587K	Hold	2,143	–	–	0.15%	89
2018 Q4	$480K	Buy	2,143 +1,135	+113%	+$254K	0.13%	97
2018 Q3	$246K	Hold	1,008	–	–	0.03%	189
2018 Q2	$209K	Sell	1,008 -112	-10%	-$23.2K	0.02%	205
2018 Q1	$231K	Buy	+1,120	New	+$231K	0.03%	196