Moran Wealth Management’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.5M Sell
2025
Q2
$14.8M Sell
2025
Q1
$9.79M Sell
2024
Q4
$16.4M Sell
2024
Q3
$16.1M Sell
2024
Q2
$13.2M Sell
2024
Q1
$14.4M Sell
2023
Q4
$9.67M Sell
2023
Q3
$8.24M Sell
2023
Q2
$8.16M Sell
2023
Q1
$7.4M Buy
2022
Q4
$5.55M Buy