Peterson Wealth Services’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 | $10.3M | Buy |
19,202
+93
| +0.5% | +$49.9K | 2.82% | 10 |
|
|
2025
Q1 | $6.16M | Buy |
19,109
+52
| +0.3% | +$16.8K | 1.91% | 15 |
|
|
2024
Q4 | $8.08M | Sell |
19,057
-260
| -1% | -$110K | 2.43% | 10 |
|
|
2024
Q3 | $7.54M | Buy |
19,317
+5,528
| +40% | +$2.16M | 2.41% | 10 |
|
|
2024
Q2 | $4.19M | Sell |
13,789
-149
| -1% | -$45.3K | 1.47% | 19 |
|
|
2024
Q1 | $4.43M | Sell |
13,938
-2,176
| -14% | -$691K | 1.61% | 18 |
|
|
2023
Q4 | $3.31M | Sell |
16,114
-160
| -1% | -$32.9K | 1.42% | 22 |
|
|
2023
Q3 | $2.78M | Buy |
16,274
+315
| +2% | +$53.8K | 2.08% | 19 |
|
|
2023
Q2 | $2.62M | Buy |
15,959
+220
| +1% | +$36.1K | 1.26% | 26 |
|
|
2023
Q1 | $2.3M | Sell |
15,739
-6,214
| -28% | -$906K | 1.18% | 29 |
|
|
2022
Q4 | $2.53M | Buy |
21,953
+34
| +0.2% | +$3.91K | 1.45% | 21 |
|
|
2022
Q3 | $2.13M | Buy |
21,919
+257
| +1% | +$25K | 1.51% | 25 |
|
|
2022
Q2 | $1.8M | Buy |
21,662
+688
| +3% | +$57.2K | 1.3% | 31 |
|
|
2022
Q1 | $1.87M | Buy |
20,974
+1,357
| +7% | +$121K | 1.15% | 36 |
|
|
2021
Q4 | $1.94M | Buy |
+19,617
| New | +$1.94M | 1.29% | 35 |
|