Charles Schwab’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 | $171M | Sell |
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|
2025
Q2 | $162M | Sell |
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|
2025
Q1 | $97.7M | Buy |
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|
2024
Q4 | $127M | Sell |
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|
2024
Q3 | $118M | Sell |
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|
2024
Q2 | $122M | Sell |
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|
2024
Q1 | $151M | Buy |
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|
2023
Q4 | $96.2M | Sell |
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|
2023
Q3 | $81.2M | Buy |
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|
2023
Q2 | $59.9M | Sell |
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|
2023
Q1 | $54.7M | Sell |
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|
2022
Q4 | $43.4M | Buy |
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|
2022
Q3 | $36.4M | Buy |
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|
2022
Q2 | $30.8M | Buy |
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|
2022
Q1 | $32.3M | Buy |
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|
2021
Q4 | $35.4M | Sell |
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|
2021
Q3 | $25.6M | Sell |
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|
2021
Q2 | $28.8M | Sell |
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|
2021
Q1 | $27.4M | Sell |
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|
2020
Q4 | $21.1M | Buy |
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|
2020
Q3 | $20.5M | Buy |
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|
2020
Q2 | $14.7M | Sell |
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|
2020
Q1 | $13.5M | Buy |
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|
2019
Q4 | $17.2M | Buy |
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|
2019
Q3 | $15.3M | Sell |
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|
2019
Q2 | $23.4M | Buy |
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|
2019
Q1 | $23.1M | Buy |
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|
2018
Q4 | $14.2M | Sell |
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|
2018
Q3 | $18.6M | Buy |
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|
2018
Q2 | $13.4M | Buy |
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|
2018
Q1 | $11.6M | Buy |
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|
2017
Q4 | $11.4M | Buy |
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|
2017
Q3 | $8.88M | Buy |
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|
2017
Q2 | $8.63M | Buy |
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|
2017
Q1 | $8.21M | Buy |
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|
2016
Q4 | $6.72M | Buy |
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|
2016
Q3 | $5.74M | Sell |
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|
2016
Q2 | $8.07M | Buy |
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|
2016
Q1 | $7.6M | Buy |
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|
2015
Q4 | $6.47M | Buy |
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|
2015
Q3 | $5.08M | Sell |
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|
2015
Q2 | $4.53M | Buy |
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|
2015
Q1 | $3.85M | Buy |
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|
2014
Q4 | $2.59M | Buy |
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|
2014
Q3 | $1.82M | Buy |
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|
2014
Q2 | $1.83M | Buy |
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|
2014
Q1 | $1.56M | Buy |
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|
2013
Q4 | $1.93M | Buy |
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|
2013
Q3 | $1.55M | Buy |
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|
2013
Q2 | $1.34M | Buy |
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