Creative Planning’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 | $17.8M | Buy |
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|
2025
Q2 | $9.34M | Buy |
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|
2025
Q1 | $4.85M | Buy |
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|
2024
Q4 | $5.75M | Buy |
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|
2024
Q3 | $4.94M | Sell |
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|
2024
Q2 | $4.34M | Buy |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $573K | Buy |
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|
2021
Q4 | $591K | Sell |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $503K | Sell |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $325K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $143K | Hold |
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|
2016
Q2 | $159K | Sell |
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|
2016
Q1 | $162K | Buy |
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|
2015
Q4 | $137K | Sell |
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|
2015
Q3 | $205K | Sell |
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|
2015
Q2 | $381K | Sell |
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|
2015
Q1 | $656K | Sell |
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|
2014
Q4 | $913K | Sell |
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|
2014
Q3 | $814K | Sell |
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|
2014
Q2 | $997K | Sell |
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|
2014
Q1 | $971K | Hold |
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|
2013
Q4 | $1.24M | Sell |
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|
2013
Q3 | $1.08M | Sell |
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|
2013
Q2 | $974K | Buy |
|