Pathstone Holdings’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
$4.57M Sell
8,518
-1,910
-18% -$1.02M 0.02% 571
2025
Q1
$3.36M Sell
10,428
-228
-2% -$73.5K 0.01% 712
2024
Q4
$4.52M Sell
10,656
-2,011
-16% -$853K 0.02% 581
2024
Q3
$4.94M Sell
12,667
-2,045
-14% -$798K 0.02% 550
2024
Q2
$4.47M Sell
14,712
-732
-5% -$223K 0.02% 570
2024
Q1
$4.91M Buy
15,444
+7,495
+94% +$2.38M 0.02% 511
2023
Q4
$1.63M Buy
+7,949
New +$1.63M 0.01% 814