Bank of Montreal’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55M | Buy |
39,885
+3,868
| +11% | +$4.91M | 0.02% | 528 |
|
|
2025
Q4 | $33.6M | Buy |
36,017
+21,116
| +142% | +$19.5M | 0.01% | 687 |
|
|
2025
Q3 | $12.3M | Sell |
14,901
-2,597
| -15% | -$1.76M | 0.01% | 963 |
|
|
2025
Q2 | $9.38M | Sell |
17,498
-321
| -2% | -$140K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $5.74M | Buy |
17,819
+7,783
| +78% | +$3.14M | ﹤0.01% | 1120 |
|
|
2024
Q4 | $4.26M | Sell |
10,036
-8,766
| -47% | -$3.85M | ﹤0.01% | 1278 |
|
|
2024
Q3 | $7.33M | Buy |
18,802
+9,160
| +95% | +$3.02M | ﹤0.01% | 1166 |
|
|
2024
Q2 | $3.1M | Sell |
9,642
-15
| -0.2% | -$4.77K | ﹤0.01% | 1469 |
|
|
2024
Q1 | $3.08M | Sell |
9,657
-6,599
| -41% | -$1.69M | ﹤0.01% | 1424 |
|
|
2023
Q4 | $3.39M | Buy |
16,256
+7,325
| +82% | +$1.35M | ﹤0.01% | 1436 |
|
|
2023
Q3 | $1.69M | Sell |
8,931
-316
| -3% | -$55.5K | ﹤0.01% | 1792 |
|
|
2023
Q2 | $1.54M | Sell |
9,247
-27,914
| -75% | -$4.15M | ﹤0.01% | 1953 |
|
|
2023
Q1 | $5.44M | Buy |
37,161
+26,589
| +252% | +$3.45M | ﹤0.01% | 1200 |
|
|
2022
Q4 | $1.34M | Buy |
10,572
+736
| +7% | +$85.6K | ﹤0.01% | 2014 |
|
|
2022
Q3 | $988 | Sell |
9,836
-2,361
| -19% | -$231K | ﹤0.01% | 2182 |
|
|
2022
Q2 | $1.01K | Sell |
12,197
-12,539
| -51% | -$1.08M | ﹤0.01% | 2290 |
|
|
2022
Q1 | $2.23M | Buy |
24,736
+6,454
| +35% | +$579K | ﹤0.01% | 1871 |
|
|
2021
Q4 | $1.82M | Sell |
18,282
-4,269
| -19% | -$395K | ﹤0.01% | 1627 |
|
|
2021
Q3 | $1.65M | Sell |
22,551
-680
| -3% | -$50.6K | ﹤0.01% | 2184 |
|
|
2021
Q2 | $1.84M | Buy |
23,231
+4,270
| +23% | +$348K | ﹤0.01% | 2109 |
|
|
2021
Q1 | $1.46M | Buy |
18,961
+1,952
| +11% | +$125K | ﹤0.01% | 1943 |
|
|
2020
Q4 | $970K | Buy |
17,009
+6,592
| +63% | +$342K | ﹤0.01% | 2261 |
|
|
2020
Q3 | $574K | Sell |
10,417
-5,660
| -35% | -$275K | ﹤0.01% | 2276 |
|
|
2020
Q2 | $606K | Buy |
16,077
+2,983
| +23% | +$106K | ﹤0.01% | 2169 |
|
|
2020
Q1 | $450K | Sell |
13,094
-4,161
| -24% | -$184K | ﹤0.01% | 2022 |
|
|
2019
Q4 | $860K | Sell |
17,255
-25,306
| -59% | -$1.23M | ﹤0.01% | 2361 |
|
|
2019
Q3 | $1.88M | Buy |
42,561
+284
| +0.7% | +$12.4K | ﹤0.01% | 1728 |
|
|
2019
Q2 | $2.15M | Buy |
42,277
+69
| +0.2% | +$3.55K | ﹤0.01% | 1646 |
|
|
2019
Q1 | $2.21M | Sell |
42,208
-14,278
| -25% | -$712K | ﹤0.01% | 1610 |
|
|
2018
Q4 | $2.47M | Sell |
56,486
-254
| -0.4% | -$13K | ﹤0.01% | 1421 |
|
|
2018
Q3 | $3.2M | Buy |
56,740
+8,402
| +17% | +$450K | ﹤0.01% | 1408 |
|
|
2018
Q2 | $2.21M | Sell |
48,338
-2,245
| -4% | -$100K | ﹤0.01% | 1596 |
|
|
2018
Q1 | $2.09M | Buy |
50,583
+4,706
| +10% | +$198K | ﹤0.01% | 1550 |
|
|
2017
Q4 | $2M | Sell |
45,877
-1,490
| -3% | -$61K | ﹤0.01% | 1578 |
|
|
2017
Q3 | $1.69M | Sell |
47,367
-96,916
| -67% | -$3.35M | ﹤0.01% | 1696 |
|
|
2017
Q2 | $5.35M | Buy |
144,283
+72,265
| +100% | +$2.56M | 0.01% | 1127 |
|
|
2017
Q1 | $2.64M | Sell |
72,018
-23,446
| -25% | -$814K | ﹤0.01% | 1386 |
|
|
2016
Q4 | $3.07M | Buy |
95,464
+75,496
| +378% | +$2.35M | ﹤0.01% | 1305 |
|
|
2016
Q3 | $585K | Hold |
19,968
| – | – | ﹤0.01% | 2031 |
|
|
2016
Q2 | $650K | Sell |
19,968
-66
| -0.3% | -$2.1K | ﹤0.01% | 2007 |
|
|
2016
Q1 | $636K | Buy |
20,034
+863
| +5% | +$24.4K | ﹤0.01% | 1944 |
|
|
2015
Q4 | $545K | Buy |
19,171
+8,059
| +73% | +$245K | ﹤0.01% | 1955 |
|
|
2015
Q3 | $303K | Sell |
11,112
-2,105
| -16% | -$56.4K | ﹤0.01% | 2067 |
|
|
2015
Q2 | $303K | Sell |
13,217
-5,557
| -30% | -$122K | ﹤0.01% | 2225 |
|
|
2015
Q1 | $395K | Sell |
18,774
-2,272
| -11% | -$40.5K | ﹤0.01% | 2056 |
|
|
2014
Q4 | $360K | Sell |
21,046
-10,647
| -34% | -$160K | ﹤0.01% | 2221 |
|
|
2014
Q3 | $429K | Sell |
31,693
-1,372
| -4% | -$20.7K | ﹤0.01% | 2145 |
|
|
2014
Q2 | $523K | Sell |
33,065
-9,409
| -22% | -$147K | ﹤0.01% | 2059 |
|
|
2014
Q1 | $648K | Buy |
42,474
+4,449
| +12% | +$75.9K | ﹤0.01% | 1905 |
|
|
2013
Q4 | $737K | Buy |
38,025
+8,561
| +29% | +$162K | ﹤0.01% | 1630 |
|
|
2013
Q3 | $495K | Buy |
29,464
+28,586
| +3,256% | +$458K | ﹤0.01% | 1810 |
|
|
2013
Q2 | $13K | Buy |
+878
| New | +$11.9K | ﹤0.01% | 3217 |
|
Other funds holding FIX
VCM
VPM
