Apollon Wealth Management’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
1,557
+765
| +97% | +$410K | 0.02% | 608 |
|
|
2025
Q1 | $255K | Buy |
792
+56
| +8% | +$18.1K | 0.01% | 1013 |
|
|
2024
Q4 | $312K | Sell |
736
-943
| -56% | -$400K | 0.01% | 927 |
|
|
2024
Q3 | $655K | Buy |
+1,679
| New | +$655K | 0.02% | 624 |
|
|
2024
Q2 | – | Sell |
-1,062
| Closed | -$337K | – | 1123 |
|
|
2024
Q1 | $337K | Sell |
1,062
-93
| -8% | -$29.5K | 0.01% | 827 |
|
|
2023
Q4 | $238K | Sell |
1,155
-452
| -28% | -$93K | 0.01% | 928 |
|
|
2023
Q3 | $274K | Buy |
1,607
+108
| +7% | +$18.4K | 0.01% | 731 |
|
|
2023
Q2 | $246K | Buy |
+1,499
| New | +$246K | 0.01% | 795 |
|