Strategic Planning Group’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	$15.4M	Buy	28,715 +5,131	+22%	+$2.75M	2.5%	13
2025 Q1	$7.6M	Buy	23,584 +702	+3%	+$226K	1.49%	19
2024 Q4	$9.7M	Buy	22,882 +15,546	+212%	+$6.59M	1.78%	17
2024 Q3	$2.86M	Buy	+7,336	New	+$2.86M	0.56%	61