Cornerstone Planning Group’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
$6.23K Hold
9
﹤0.01% 671
2025
Q1
$3.2K Buy
9
+7
+350% +$2.49K ﹤0.01% 859
2024
Q4
$808 Hold
2
﹤0.01% 1009
2024
Q3
$792 Buy
+2
New +$792 ﹤0.01% 991
2024
Q1
Sell
-12
Closed -$2.47K 1133
2023
Q4
$2.47K Hold
12
﹤0.01% 602
2023
Q3
$2.05K Hold
12
﹤0.01% 652
2023
Q2
$1.97K Buy
+12
New +$1.97K ﹤0.01% 1156
2022
Q4
$1.38K Buy
+12
New +$1.38K ﹤0.01% 1285