Focus Partners Wealth’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
$1.92M Buy
3,589
+1,289
+56% +$691K ﹤0.01% 909
2025
Q1
$741K Buy
2,300
+1,208
+111% +$389K ﹤0.01% 1171
2024
Q4
$463K Buy
1,092
+504
+86% +$214K ﹤0.01% 1351
2024
Q3
$230K Buy
+588
New +$230K ﹤0.01% 1393