Evergreen Capital Management’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 | $1.26M | Buy |
2,346
+177
| +8% | +$94.9K | 0.04% | 324 |
|
2025
Q1 | $699K | Buy |
2,169
+40
| +2% | +$12.9K | 0.02% | 399 |
|
2024
Q4 | $903K | Buy |
2,129
+61
| +3% | +$25.9K | 0.03% | 357 |
|
2024
Q3 | $807K | Buy |
2,068
+71
| +4% | +$27.7K | 0.03% | 367 |
|
2024
Q2 | $607K | Buy |
1,997
+28
| +1% | +$8.52K | 0.02% | 421 |
|
2024
Q1 | $626K | Sell |
1,969
-34
| -2% | -$10.8K | 0.02% | 386 |
|
2023
Q4 | $412K | Sell |
2,003
-65
| -3% | -$13.4K | 0.02% | 469 |
|
2023
Q3 | $352K | Buy |
2,068
+3
| +0.1% | +$511 | 0.02% | 500 |
|
2023
Q2 | $339K | Buy |
2,065
+225
| +12% | +$36.9K | 0.01% | 514 |
|
2023
Q1 | $269K | Buy |
+1,840
| New | +$269K | 0.01% | 543 |
|