Carson Wealth (CWM LLC)’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.1M | Buy |
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|
2025
Q2 | $9.08M | Buy |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $66K | Buy |
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|
2024
Q1 | $43K | Buy |
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|
2023
Q4 | $24K | Sell |
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|
2023
Q3 | $32K | Sell |
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|
2023
Q2 | $32K | Buy |
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|
2023
Q1 | $23K | Sell |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $10K | Buy |
|