BWM
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Bosman Wealth Management’s Comfort Systems FIX Stock Holding History

Bosman Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.79M Sell
3,342
-5,867
-64% -$3.15M 1.59% 25
2025
Q1 		$2.97M Buy
9,209
+5,076
+123% +$1.64M 3.01% 13
2024
Q4 		$1.75M Buy
+4,133
New +$1.75M 1.69% 19