CAM
Crown Advisors Management’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Buy |
18,000
+4,000
| +29% | +$2.14M | 7.7% | 1 |
|
|
2025
Q1 | $4.51M | Buy |
14,000
+4,000
| +40% | +$1.29M | 3.97% | 6 |
|
|
2024
Q4 | $4.24M | Hold |
10,000
| – | – | 2.72% | 15 |
|
|
2024
Q3 | $3.9M | Hold |
10,000
| – | – | 2.51% | 16 |
|
|
2024
Q2 | $3.04M | Hold |
10,000
| – | – | 1.95% | 19 |
|
|
2024
Q1 | $3.18M | Hold |
10,000
| – | – | 1.92% | 19 |
|
|
2023
Q4 | $2.06M | Buy |
+10,000
| New | +$2.06M | 1.41% | 28 |
|
|
2020
Q4 | – | Sell |
-75,000
| Closed | -$3.86M | – | 40 |
|
|
2020
Q3 | $3.86M | Hold |
75,000
| – | – | 2.51% | 17 |
|
|
2020
Q2 | $3.06M | Hold |
75,000
| – | – | 2.09% | 25 |
|
|
2020
Q1 | $2.74M | Buy |
+75,000
| New | +$2.74M | 2.17% | 29 |
|