Crown Advisors 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
2026 Q1	$17.9M	Sell	13,000 -3,000	-19%	-$3.81M	11.9%	1
2025 Q4	$14.9M	Sell	16,000 -2,000	-11%	-$1.85M	9.82%	1
2025 Q3	$14.9M	Hold	18,000	–	–	9.94%	1
2025 Q2	$9.65M	Buy	18,000 +4,000	+29%	+$1.74M	7.7%	1
2025 Q1	$4.51M	Buy	14,000 +4,000	+40%	+$1.61M	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	+$1.85M	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	+$3.32M	2.17%	29