NewEdge 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
Q2 | $1.5M | Sell |
2,802
-610
| -18% | -$327K | 0.01% | 1073 |
|
|
2025
Q1 | $1.1M | Buy |
3,412
+993
| +41% | +$320K | 0.01% | 1132 |
|
|
2024
Q4 | $1.03M | Buy |
2,419
+203
| +9% | +$86.1K | 0.01% | 1150 |
|
|
2024
Q3 | $865K | Buy |
2,216
+367
| +20% | +$143K | 0.01% | 1172 |
|
|
2024
Q2 | $563K | Buy |
1,849
+419
| +29% | +$127K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $455K | Buy |
1,430
+827
| +137% | +$263K | ﹤0.01% | 1400 |
|
|
2023
Q4 | $124K | Sell |
603
-1,350
| -69% | -$278K | ﹤0.01% | 1874 |
|
|
2023
Q3 | $333K | Sell |
1,953
-6,115
| -76% | -$1.04M | ﹤0.01% | 1373 |
|
|
2023
Q2 | $1.32M | Buy |
8,068
+1,562
| +24% | +$256K | 0.02% | 743 |
|
|
2023
Q1 | $950K | Sell |
6,506
-658
| -9% | -$96.1K | 0.01% | 798 |
|
|
2022
Q4 | $796K | Sell |
7,164
-4,226
| -37% | -$470K | 0.02% | 589 |
|
|
2022
Q3 | $1.11M | Buy |
11,390
+81
| +0.7% | +$7.88K | 0.02% | 612 |
|
|
2022
Q2 | $940K | Buy |
+11,309
| New | +$940K | 0.02% | 692 |
|
|
2022
Q1 | – | Sell |
-5,167
| Closed | -$512K | – | 1318 |
|
|
2021
Q4 | $512K | Buy |
+5,167
| New | +$512K | 0.01% | 1062 |
|
|
2020
Q4 | – | Sell |
-8,425
| Closed | -$434K | – | 1023 |
|
|
2020
Q3 | $434K | Buy |
+8,425
| New | +$434K | 0.02% | 615 |
|