GeoWealth 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 Q1	–	Sell	-137	Closed	-$58.1K	–	1307
2024 Q4	$58.1K	Buy	137 +2	+1%	+$848	﹤0.01%	1114
2024 Q3	$52.7K	Buy	+135	New	+$52.7K	﹤0.01%	1056