Congress Wealth Management’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
Q2 | $12.4M | Buy |
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|
2025
Q1 | $7.21M | Buy |
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|
2024
Q4 | $8.84M | Sell |
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|
2024
Q3 | $18.4M | Sell |
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|
2024
Q2 | $16.2M | Buy |
|
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|
2024
Q1 | $16.9M | Sell |
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|
2023
Q4 | $11.7M | Sell |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $10M | Buy |
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|
2023
Q1 | $8.57M | Sell |
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|
2022
Q4 | $6.87M | Sell |
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|
2022
Q3 | $5.96M | Buy |
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|
2022
Q2 | $4.93M | Sell |
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|
2022
Q1 | $5.33M | Buy |
|