Dorsey & Whitney Trust’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 | $386K | Buy |
719
+1
| +0.1% | +$536 | 0.02% | 479 |
|
|
2025
Q1 | $232K | Buy |
718
+5
| +0.7% | +$1.61K | 0.01% | 598 |
|
|
2024
Q4 | $302K | Hold |
713
| – | – | 0.02% | 516 |
|
|
2024
Q3 | $278K | Hold |
713
| – | – | 0.01% | 542 |
|
|
2024
Q2 | $217K | Sell |
713
-10
| -1% | -$3.04K | 0.02% | 569 |
|
|
2024
Q1 | $230K | Buy |
+723
| New | +$230K | 0.02% | 560 |
|