Avantax Advisory Services’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
$1.08M Buy
2,010
+512
+34% +$275K 0.01% 1121
2025
Q1
$483K Sell
1,498
-164
-10% -$52.9K ﹤0.01% 1526
2024
Q4
$705K Sell
1,662
-184
-10% -$78K ﹤0.01% 1235
2024
Q3
$720K Sell
1,846
-94
-5% -$36.7K ﹤0.01% 1194
2024
Q2
$590K Buy
+1,940
New +$590K ﹤0.01% 1265