Forum Financial 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 | $448K | Buy |
835
+2
| +0.2% | +$1.07K | 0.01% | 460 |
|
|
2025
Q1 | $269K | Buy |
833
+2
| +0.2% | +$645 | ﹤0.01% | 651 |
|
|
2024
Q4 | $352K | Buy |
831
+1
| +0.1% | +$424 | 0.01% | 523 |
|
|
2024
Q3 | $324K | Sell |
830
-2
| -0.2% | -$781 | 0.01% | 477 |
|
|
2024
Q2 | $253K | Buy |
832
+4
| +0.5% | +$1.22K | ﹤0.01% | 550 |
|
|
2024
Q1 | $263K | Buy |
+828
| New | +$263K | ﹤0.01% | 558 |
|