Roman Butler Fullerton & Co’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
$359K Buy
+521
New +$359K 0.11% 173
2025
Q1
Sell
-3,898
Closed -$1.58M 227
2024
Q4
$1.58M Sell
3,898
-325
-8% -$131K 0.5% 51
2024
Q3
$1.75M Buy
4,223
+49
+1% +$20.3K 0.53% 49
2024
Q2
$1.29M Sell
4,174
-1,352
-24% -$419K 0.42% 61
2024
Q1
$1.63M Buy
+5,526
New +$1.63M 0.61% 39