Forum Financial Management’s Comfort Systems FIX Stock Holding History

Forum Financial Management’s Portfolio FIX Stock Details FIX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$470K	Sell
2025 Q3	$488K	Sell
2025 Q2	$448K	Buy
2025 Q1	$269K	Buy
2024 Q4	$352K	Buy
2024 Q3	$324K	Sell
2024 Q2	$253K	Buy
2024 Q1	$263K	Buy