Venturi Wealth Management’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	$1.04M	Sell	1,935 -440	-19%	-$236K	0.05%	197
2025 Q1	$766K	Buy	+2,375	New	+$766K	0.04%	241
2024 Q4	–	Sell	-3	Closed	-$1.17K	–	1965
2024 Q3	$1.17K	Buy	+3	New	+$1.17K	﹤0.01%	1756