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	23,080 +713	+3%	+$311K	0.12%	203
2025 Q1	$7.21M	Buy	22,367 +1,532	+7%	+$618K	0.09%	265
2024 Q4	$8.84M	Sell	20,835 -26,216	-56%	-$11.5M	0.12%	214
2024 Q3	$18.4M	Sell	47,051 -6,139	-12%	-$2.02M	0.24%	113
2024 Q2	$16.2M	Buy	53,190 +109	+0.2%	+$34.6K	0.26%	107
2024 Q1	$16.9M	Sell	53,081 -3,881	-7%	-$991K	0.29%	95
2023 Q4	$11.7M	Sell	56,962 -7,607	-12%	-$1.41M	0.22%	137
2023 Q3	$11M	Buy	64,569 +3,504	+6%	+$615K	0.23%	130
2023 Q2	$10M	Buy	61,065 +2,349	+4%	+$349K	0.23%	135
2023 Q1	$8.57M	Sell	58,716 -981	-2%	-$127K	0.21%	144
2022 Q4	$6.87M	Sell	59,697 -1,511	-2%	-$176K	0.18%	160
2022 Q3	$5.96M	Buy	61,208 +1,890	+3%	+$185K	0.16%	167
2022 Q2	$4.93M	Sell	59,318 -523	-0.9%	-$45K	0.13%	186
2022 Q1	$5.33M	Buy	+59,841	New	+$5.37M	0.12%	200