Concentric Wealth Management, LLC

SEC CIK: 0001695345
Latest filing: Nov 13, 2024

SEC filings (opens in a new tab)

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by Concentric Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TMO overview All 13F holders of TMO Full Q3 2024 holdings

Shares (Q3 2024): 7,372
Value: $4.56M
% of portfolio: 1.1%
Quarters held: 4; Since Q4 2023

Holdings of TMO by Concentric Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	7,372	$4.56M	1.1%	+4+0.1%	Added	Holders
Q2 2024	7,368	$4.07M	1.1%	+132+1.8%	Added	Holders
Q1 2024	7,236	$4.21M	1.1%	+392+5.7%	Added	Holders
Q4 2023	6,844	$3.63M	1.1%	+6,844	New	Holders