Retirement Guys Formula’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
$241K Buy
+449
New +$241K 0.09% 125
2025
Q1
Sell
-504
Closed -$214K 150
2024
Q4
$214K Sell
504
-60
-11% -$25.5K 0.11% 124
2024
Q3
$220K Buy
+564
New +$220K 0.1% 120