Congress Wealth Management’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 | $12.4M | Buy |
23,080
+713
| +3% | +$382K | 0.12% | 203 |
|
|
2025
Q1 | $7.21M | Buy |
22,367
+1,532
| +7% | +$494K | 0.09% | 265 |
|
|
2024
Q4 | $8.84M | Sell |
20,835
-26,216
| -56% | -$11.1M | 0.12% | 214 |
|
|
2024
Q3 | $18.4M | Sell |
47,051
-6,139
| -12% | -$2.4M | 0.24% | 113 |
|
|
2024
Q2 | $16.2M | Buy |
53,190
+109
| +0.2% | +$33.2K | 0.26% | 107 |
|
|
2024
Q1 | $16.9M | Sell |
53,081
-3,881
| -7% | -$1.23M | 0.29% | 95 |
|
|
2023
Q4 | $11.7M | Sell |
56,962
-7,607
| -12% | -$1.56M | 0.22% | 137 |
|
|
2023
Q3 | $11M | Buy |
64,569
+3,504
| +6% | +$597K | 0.23% | 130 |
|
|
2023
Q2 | $10M | Buy |
61,065
+2,349
| +4% | +$386K | 0.23% | 135 |
|
|
2023
Q1 | $8.57M | Sell |
58,716
-981
| -2% | -$143K | 0.21% | 144 |
|
|
2022
Q4 | $6.87M | Sell |
59,697
-1,511
| -2% | -$174K | 0.18% | 160 |
|
|
2022
Q3 | $5.96M | Buy |
61,208
+1,890
| +3% | +$184K | 0.16% | 167 |
|
|
2022
Q2 | $4.93M | Sell |
59,318
-523
| -0.9% | -$43.5K | 0.13% | 186 |
|
|
2022
Q1 | $5.33M | Buy |
+59,841
| New | +$5.33M | 0.12% | 200 |
|