Moran Wealth 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 | $14.8M | Sell |
27,577
-2,784
| -9% | -$1.49M | 0.46% | 64 |
|
|
2025
Q1 | $9.79M | Sell |
30,361
-8,323
| -22% | -$2.68M | 0.33% | 99 |
|
|
2024
Q4 | $16.4M | Sell |
38,684
-2,603
| -6% | -$1.1M | 0.52% | 65 |
|
|
2024
Q3 | $16.1M | Sell |
41,287
-1,990
| -5% | -$777K | 0.5% | 70 |
|
|
2024
Q2 | $13.2M | Sell |
43,277
-1,894
| -4% | -$576K | 0.43% | 77 |
|
|
2024
Q1 | $14.4M | Sell |
45,171
-1,839
| -4% | -$584K | 0.47% | 75 |
|
|
2023
Q4 | $9.67M | Sell |
47,010
-1,370
| -3% | -$282K | 0.34% | 100 |
|
|
2023
Q3 | $8.24M | Sell |
48,380
-1,326
| -3% | -$226K | 0.32% | 116 |
|
|
2023
Q2 | $8.16M | Sell |
49,706
-987
| -2% | -$162K | 0.31% | 117 |
|
|
2023
Q1 | $7.4M | Buy |
50,693
+2,501
| +5% | +$365K | 0.28% | 122 |
|
|
2022
Q4 | $5.55M | Buy |
+48,192
| New | +$5.55M | 0.21% | 138 |
|