Edgestream Partners’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,914
Closed -$5.05M 905
2024
Q4
$5.05M Buy
11,914
+8,664
+267% +$3.67M 0.22% 150
2024
Q3
$1.27M Sell
3,250
-2,450
-43% -$956K 0.06% 522
2024
Q2
$1.73M Buy
5,700
+462
+9% +$141K 0.08% 377
2024
Q1
$1.66M Buy
5,238
+661
+14% +$210K 0.08% 380
2023
Q4
$941K Buy
4,577
+1,987
+77% +$409K 0.07% 459
2023
Q3
$441K Sell
2,590
-16,271
-86% -$2.77M 0.04% 621
2023
Q2
$3.1M Buy
+18,861
New +$3.1M 0.28% 81