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 |
|