Sound View Wealth Advisors Group’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
Q2
$502K Hold
2025
Q1
$302K Sell
2024
Q4
$422K Buy
2024
Q3
$365K Buy
2024
Q2
$238K Sell
2024
Q1
$458K Buy
2023
Q4
$295K Hold
2023
Q3
$244K Buy
2023
Q2
$223K Buy
2023
Q1
Sell
2022
Q4
$295K Buy