Northwestern Mutual 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 | $420K | Buy |
783
+13
| +2% | +$6.98K | ﹤0.01% | 1444 |
|
|
2025
Q1 | $248K | Sell |
770
-581
| -43% | -$187K | ﹤0.01% | 1576 |
|
|
2024
Q4 | $573K | Sell |
1,351
-440
| -25% | -$187K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $699K | Sell |
1,791
-22
| -1% | -$8.59K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $552K | Sell |
1,813
-137
| -7% | -$41.7K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $620K | Sell |
1,950
-450
| -19% | -$143K | ﹤0.01% | 1174 |
|
|
2023
Q4 | $494K | Sell |
2,400
-41
| -2% | -$8.43K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $416K | Buy |
2,441
+41
| +2% | +$6.99K | ﹤0.01% | 1222 |
|
|
2023
Q2 | $394K | Hold |
2,400
| – | – | ﹤0.01% | 1232 |
|
|
2023
Q1 | $350K | Sell |
2,400
-441
| -16% | -$64.4K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $327K | Buy |
2,841
+41
| +1% | +$4.72K | ﹤0.01% | 1253 |
|
|
2022
Q3 | $273K | Buy |
2,800
+984
| +54% | +$95.9K | ﹤0.01% | 1288 |
|
|
2022
Q2 | $151K | Buy |
1,816
+389
| +27% | +$32.3K | ﹤0.01% | 1485 |
|
|
2022
Q1 | $127K | Sell |
1,427
-45
| -3% | -$4.01K | ﹤0.01% | 1603 |
|
|
2021
Q4 | $146K | Sell |
1,472
-25
| -2% | -$2.48K | ﹤0.01% | 1563 |
|
|
2021
Q3 | $106K | Sell |
1,497
-63
| -4% | -$4.46K | ﹤0.01% | 1598 |
|
|
2021
Q2 | $123K | Buy |
1,560
+64
| +4% | +$5.05K | ﹤0.01% | 1509 |
|
|
2021
Q1 | $112K | Sell |
1,496
-5,929
| -80% | -$444K | ﹤0.01% | 1444 |
|
|
2020
Q4 | $391K | Buy |
7,425
+111
| +2% | +$5.85K | ﹤0.01% | 912 |
|
|
2020
Q3 | $377K | Buy |
+7,314
| New | +$377K | ﹤0.01% | 835 |
|
|
2020
Q2 | – | Sell |
-1,530
| Closed | -$56K | – | 2487 |
|
|
2020
Q1 | $56K | Sell |
1,530
-996
| -39% | -$36.5K | ﹤0.01% | 1341 |
|
|
2019
Q4 | $126K | Buy |
2,526
+3
| +0.1% | +$150 | ﹤0.01% | 1134 |
|
|
2019
Q3 | $112K | Buy |
2,523
+1,004
| +66% | +$44.6K | ﹤0.01% | 1113 |
|
|
2019
Q2 | $77K | Buy |
1,519
+4
| +0.3% | +$203 | ﹤0.01% | 1232 |
|
|
2019
Q1 | $79K | Buy |
1,515
+2
| +0.1% | +$104 | ﹤0.01% | 1178 |
|
|
2018
Q4 | $66K | Buy |
1,513
+3
| +0.2% | +$131 | ﹤0.01% | 1139 |
|
|
2018
Q3 | $85K | Buy |
1,510
+2
| +0.1% | +$113 | ﹤0.01% | 1096 |
|
|
2018
Q2 | $69K | Buy |
1,508
+3
| +0.2% | +$137 | ﹤0.01% | 1118 |
|
|
2018
Q1 | $62K | Buy |
1,505
+2
| +0.1% | +$82 | ﹤0.01% | 1117 |
|
|
2017
Q4 | $66K | Sell |
1,503
-2,516
| -63% | -$110K | ﹤0.01% | 1044 |
|
|
2017
Q3 | $144K | Buy |
+4,019
| New | +$144K | ﹤0.01% | 790 |
|
|
2017
Q1 | – | Sell |
-139
| Closed | -$4K | – | 2134 |
|
|
2016
Q4 | $4K | Buy |
+139
| New | +$4K | ﹤0.01% | 1896 |
|
|
2016
Q3 | – | Sell |
-215
| Closed | -$7K | – | 645 |
|
|
2016
Q2 | $7K | Buy |
215
+43
| +25% | +$1.4K | ﹤0.01% | 1481 |
|
|
2016
Q1 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 1632 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$2K | – | 1626 |
|
|
2014
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1505 |
|