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