HWM
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HB Wealth Management’s Comfort Systems FIX Stock Holding History

HB Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$475K Sell
886
-603
-40% -$323K ﹤0.01% 743
2025
Q1 		$480K Buy
1,489
+801
+116% +$258K ﹤0.01% 760
2024
Q4 		$292K Buy
+688
New +$292K ﹤0.01% 812