Private Trust Company’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 | $44K | Sell |
82
-21
| -20% | -$11.3K | ﹤0.01% | 1276 |
|
|
2025
Q1 | $33.2K | Sell |
103
-3
| -3% | -$967 | ﹤0.01% | 1353 |
|
|
2024
Q4 | $45K | Buy |
106
+31
| +41% | +$13.1K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $29.3K | Hold |
75
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q2 | $22.8K | Buy |
75
+39
| +108% | +$11.9K | ﹤0.01% | 1402 |
|
|
2024
Q1 | $11.4K | Sell |
36
-40
| -53% | -$12.7K | ﹤0.01% | 1618 |
|
|
2023
Q4 | $15.6K | Buy |
76
+30
| +65% | +$6.17K | ﹤0.01% | 1496 |
|
|
2023
Q3 | $7.84K | Hold |
46
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q2 | $7.55K | Sell |
46
-20
| -30% | -$3.28K | ﹤0.01% | 1737 |
|
|
2023
Q1 | $9.63K | Sell |
66
-14
| -18% | -$2.04K | ﹤0.01% | 1593 |
|
|
2022
Q4 | $9K | Sell |
80
-20
| -20% | -$2.25K | ﹤0.01% | 1583 |
|
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1578 |
|