Cerity Partners’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
27,102
+9,261
| +52% | +$4.97M | 0.03% | 426 |
|
|
2025
Q1 | $5.75M | Buy |
17,841
+365
| +2% | +$118K | 0.01% | 676 |
|
|
2024
Q4 | $7.06M | Buy |
17,476
+859
| +5% | +$347K | 0.02% | 600 |
|
|
2024
Q3 | $6.49M | Buy |
16,617
+7,466
| +82% | +$2.91M | 0.01% | 614 |
|
|
2024
Q2 | $2.78M | Sell |
9,151
-3,196
| -26% | -$972K | 0.01% | 787 |
|
|
2024
Q1 | $3.92M | Buy |
12,347
+11,082
| +876% | +$3.52M | 0.01% | 727 |
|
|
2023
Q4 | $260K | Buy |
+1,265
| New | +$260K | ﹤0.01% | 1592 |
|