Icon Wealth Advisors’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
-953
Closed -$404K 493
2024
Q4
$404K Buy
953
+72
+8% +$30.5K 0.03% 249
2024
Q3
$344K Buy
+881
New +$344K 0.03% 271