Ritholtz Wealth Management’s Comfort Systems FIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.99M	Buy	5,067 +344	+7%	+$437K	0.12%	101
2025 Q4	$4.41M	Buy	4,723 +267	+6%	+$247K	0.08%	167
2025 Q3	$3.68M	Sell	4,456 -14	-0.3%	-$9.49K	0.07%	189
2025 Q2	$2.4M	Buy	4,470 +40	+0.9%	+$17.4K	0.05%	247
2025 Q1	$1.43M	Sell	4,430 -9	-0.2%	-$3.63K	0.04%	322
2024 Q4	$1.88M	Sell	4,439 -60	-1%	-$26.3K	0.06%	245
2024 Q3	$1.76M	Buy	4,499 +197	+5%	+$64.9K	0.05%	258
2024 Q2	$1.31M	Sell	4,302 -1,152	-21%	-$366K	0.04%	283
2024 Q1	$1.73M	Sell	5,454 -269	-5%	-$68.7K	0.06%	224
2023 Q4	$1.18M	Buy	5,723 +43	+0.8%	+$7.95K	0.05%	276
2023 Q3	$968K	Buy	5,680 +1,240	+28%	+$218K	0.04%	289
2023 Q2	$729K	Buy	+4,440	New	+$660K	0.03%	347