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Waverly Advisors’s Comfort Systems FIX Stock Holding History

Waverly Advisors’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$980K Buy
1,827
+270
+17% +$145K 0.01% 623
2025
Q1 		$502K Buy
1,557
+60
+4% +$19.3K 0.01% 771
2024
Q4 		$635K Buy
+1,497
New +$635K 0.01% 620