Sequoia Financial Advisors’s Comfort Systems FIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.75M | Buy |
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|
2025
Q2 | $907K | Buy |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $216K | Buy |
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