Ritholtz Wealth Management’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 | $2.4M | Buy |
4,470
+40
| +0.9% | +$21.4K | 0.05% | 247 |
|
|
2025
Q1 | $1.43M | Sell |
4,430
-9
| -0.2% | -$2.9K | 0.04% | 322 |
|
|
2024
Q4 | $1.88M | Sell |
4,439
-60
| -1% | -$25.4K | 0.06% | 245 |
|
|
2024
Q3 | $1.76M | Buy |
4,499
+197
| +5% | +$76.9K | 0.05% | 258 |
|
|
2024
Q2 | $1.31M | Sell |
4,302
-1,152
| -21% | -$350K | 0.04% | 283 |
|
|
2024
Q1 | $1.73M | Sell |
5,454
-269
| -5% | -$85.5K | 0.06% | 224 |
|
|
2023
Q4 | $1.18M | Buy |
5,723
+43
| +0.8% | +$8.84K | 0.05% | 276 |
|
|
2023
Q3 | $968K | Buy |
5,680
+1,240
| +28% | +$211K | 0.04% | 289 |
|
|
2023
Q2 | $729K | Buy |
+4,440
| New | +$729K | 0.03% | 347 |
|