Axxcess Wealth Management’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,003
| Closed | -$968K | – | 897 |
|
|
2025
Q1 | $968K | Buy |
3,003
+495
| +20% | +$160K | 0.03% | 401 |
|
|
2024
Q4 | $1.06M | Buy |
2,508
+288
| +13% | +$122K | 0.03% | 394 |
|
|
2024
Q3 | $867K | Buy |
2,220
+287
| +15% | +$112K | 0.02% | 419 |
|
|
2024
Q2 | $588K | Buy |
1,933
+1,283
| +197% | +$390K | 0.02% | 492 |
|
|
2024
Q1 | $206K | Buy |
+650
| New | +$206K | 0.01% | 811 |
|