Carson Wealth (CWM LLC)’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.08M | Buy |
16,926
+8,655
| +105% | +$4.64M | 0.03% | 413 |
|
|
2025
Q1 | $2.67M | Buy |
8,271
+3,238
| +64% | +$1.04M | 0.01% | 732 |
|
|
2024
Q4 | $2.13M | Buy |
5,033
+1,564
| +45% | +$663K | 0.01% | 761 |
|
|
2024
Q3 | $1.35M | Buy |
3,469
+3,251
| +1,491% | +$1.27M | 0.01% | 866 |
|
|
2024
Q2 | $66K | Buy |
218
+82
| +60% | +$24.8K | ﹤0.01% | 2264 |
|
|
2024
Q1 | $43K | Buy |
136
+19
| +16% | +$6.01K | ﹤0.01% | 2394 |
|
|
2023
Q4 | $24K | Sell |
117
-73
| -38% | -$15K | ﹤0.01% | 2651 |
|
|
2023
Q3 | $32K | Sell |
190
-4
| -2% | -$674 | ﹤0.01% | 2364 |
|
|
2023
Q2 | $32K | Buy |
194
+37
| +24% | +$6.1K | ﹤0.01% | 2310 |
|
|
2023
Q1 | $23K | Sell |
157
-31
| -16% | -$4.54K | ﹤0.01% | 2397 |
|
|
2022
Q4 | $22K | Buy |
188
+22
| +13% | +$2.57K | ﹤0.01% | 2286 |
|
|
2022
Q3 | $16K | Buy |
166
+148
| +822% | +$14.3K | ﹤0.01% | 2372 |
|
|
2022
Q2 | $1K | Sell |
18
-92
| -84% | -$5.11K | ﹤0.01% | 3527 |
|
|
2022
Q1 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 2465 |
|