Meritage Portfolio 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 | $3.27M | Sell |
6,099
-280
| -4% | -$150K | 0.21% | 132 |
|
|
2025
Q1 | $2.06M | Buy |
6,379
+439
| +7% | +$142K | 0.14% | 162 |
|
|
2024
Q4 | $2.52M | Buy |
5,940
+412
| +7% | +$175K | 0.16% | 149 |
|
|
2024
Q3 | $2.16M | Buy |
5,528
+579
| +12% | +$226K | 0.13% | 171 |
|
|
2024
Q2 | $1.51M | Buy |
4,949
+55
| +1% | +$16.7K | 0.1% | 181 |
|
|
2024
Q1 | $1.56M | Sell |
4,894
-3,543
| -42% | -$1.13M | 0.1% | 184 |
|
|
2023
Q4 | $1.74M | Buy |
8,437
+448
| +6% | +$92.1K | 0.11% | 177 |
|
|
2023
Q3 | $1.36M | Buy |
7,989
+416
| +5% | +$70.9K | 0.1% | 180 |
|
|
2023
Q2 | $1.24M | Buy |
7,573
+2,295
| +43% | +$377K | 0.09% | 184 |
|
|
2023
Q1 | $770K | Buy |
5,278
+222
| +4% | +$32.4K | 0.06% | 186 |
|
|
2022
Q4 | $582K | Buy |
5,056
+144
| +3% | +$16.6K | 0.05% | 206 |
|
|
2022
Q3 | $478K | Buy |
4,912
+397
| +9% | +$38.6K | 0.04% | 215 |
|
|
2022
Q2 | $375K | Sell |
4,515
-321
| -7% | -$26.7K | 0.03% | 228 |
|
|
2022
Q1 | $430K | Buy |
4,836
+490
| +11% | +$43.6K | 0.03% | 229 |
|
|
2021
Q4 | $430K | Buy |
+4,346
| New | +$430K | 0.02% | 223 |
|