Optimum Investment 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 | $1.6M | Buy |
2,988
+25
| +0.8% | +$13.4K | 0.7% | 26 |
|
|
2025
Q1 | $955K | Sell |
2,963
-531
| -15% | -$171K | 0.45% | 49 |
|
|
2024
Q4 | $1.48M | Sell |
3,494
-550
| -14% | -$233K | 0.65% | 28 |
|
|
2024
Q3 | $1.58M | Sell |
4,044
-175
| -4% | -$68.3K | 0.68% | 26 |
|
|
2024
Q2 | $1.28M | Sell |
4,219
-25
| -0.6% | -$7.6K | 0.58% | 33 |
|
|
2024
Q1 | $1.35M | Sell |
4,244
-100
| -2% | -$31.8K | 0.62% | 29 |
|
|
2023
Q4 | $893K | Buy |
4,344
+325
| +8% | +$66.8K | 0.45% | 50 |
|
|
2023
Q3 | $685K | Buy |
4,019
+629
| +19% | +$107K | 0.35% | 68 |
|
|
2023
Q2 | $557K | Buy |
3,390
+850
| +33% | +$140K | 0.27% | 90 |
|
|
2023
Q1 | $371K | Buy |
2,540
+965
| +61% | +$141K | 0.19% | 120 |
|
|
2022
Q4 | $181K | Buy |
+1,575
| New | +$181K | 0.1% | 195 |
|