EverSource Wealth Advisors’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
2025
Q1
$32.6K Buy
2024
Q4
$34.3K Buy
2024
Q3
$1.56K Hold
2024
Q2
$1.33K Buy
2024
Q1
$309 Sell
2023
Q4
$7.2K Buy