UMB Bank’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 | $586K | Sell |
1,092
-4
| -0.4% | -$2.15K | 0.01% | 397 |
|
|
2025
Q1 | $353K | Buy |
1,096
+115
| +12% | +$37.1K | 0.01% | 461 |
|
|
2024
Q4 | $416K | Buy |
981
+45
| +5% | +$19.1K | 0.01% | 421 |
|
|
2024
Q3 | $365K | Buy |
936
+22
| +2% | +$8.59K | 0.01% | 460 |
|
|
2024
Q2 | $278K | Sell |
914
-1,037
| -53% | -$315K | ﹤0.01% | 497 |
|
|
2024
Q1 | $620K | Sell |
1,951
-115
| -6% | -$36.5K | 0.01% | 380 |
|
|
2023
Q4 | $425K | Sell |
2,066
-255
| -11% | -$52.4K | 0.01% | 441 |
|
|
2023
Q3 | $396K | Sell |
2,321
-253
| -10% | -$43.1K | 0.01% | 433 |
|
|
2023
Q2 | $423K | Sell |
2,574
-147
| -5% | -$24.1K | 0.01% | 435 |
|
|
2023
Q1 | $397K | Buy |
2,721
+2,003
| +279% | +$292K | 0.01% | 444 |
|
|
2022
Q4 | $83K | Sell |
718
-120
| -14% | -$13.9K | ﹤0.01% | 737 |
|
|
2022
Q3 | $82K | Sell |
838
-43
| -5% | -$4.21K | ﹤0.01% | 757 |
|
|
2022
Q2 | $73K | Hold |
881
| – | – | ﹤0.01% | 813 |
|
|
2022
Q1 | $78K | Hold |
881
| – | – | ﹤0.01% | 828 |
|
|
2021
Q4 | $87K | Buy |
+881
| New | +$87K | ﹤0.01% | 831 |
|