Zurich Cantonal 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 | $66.7M | Buy |
124,389
+113,987
| +1,096% | +$61.1M | 0.16% | 114 |
|
2025
Q1 | $3.35M | Buy |
10,402
+551
| +6% | +$178K | 0.01% | 672 |
|
2024
Q4 | $4.18M | Buy |
9,851
+1,700
| +21% | +$721K | 0.01% | 640 |
|
2024
Q3 | $3.18M | Buy |
8,151
+98
| +1% | +$38.3K | 0.01% | 685 |
|
2024
Q2 | $2.45M | Buy |
8,053
+658
| +9% | +$200K | 0.01% | 706 |
|
2024
Q1 | $2.35M | Sell |
7,395
-487
| -6% | -$155K | 0.01% | 711 |
|
2023
Q4 | $1.62M | Buy |
7,882
+461
| +6% | +$94.8K | 0.01% | 820 |
|
2023
Q3 | $1.26M | Buy |
7,421
+1,175
| +19% | +$200K | 0.01% | 863 |
|
2023
Q2 | $1.03M | Buy |
6,246
+315
| +5% | +$51.7K | ﹤0.01% | 927 |
|
2023
Q1 | $866K | Buy |
5,931
+104
| +2% | +$15.2K | ﹤0.01% | 971 |
|
2022
Q4 | $671K | Buy |
5,827
+633
| +12% | +$72.8K | ﹤0.01% | 1089 |
|
2022
Q3 | $506K | Hold |
5,194
| – | – | ﹤0.01% | 1183 |
|
2022
Q2 | $432K | Hold |
5,194
| – | – | ﹤0.01% | 1315 |
|
2022
Q1 | $462K | Sell |
5,194
-52
| -1% | -$4.63K | ﹤0.01% | 1376 |
|
2021
Q4 | $519K | Buy |
5,246
+1,415
| +37% | +$140K | ﹤0.01% | 1418 |
|
2021
Q3 | $273K | Hold |
3,831
| – | – | ﹤0.01% | 1712 |
|
2021
Q2 | $302K | Sell |
3,831
-436
| -10% | -$34.4K | ﹤0.01% | 1545 |
|
2021
Q1 | $319K | Hold |
4,267
| – | – | ﹤0.01% | 1511 |
|
2020
Q4 | $225K | Hold |
4,267
| – | – | ﹤0.01% | 1770 |
|
2020
Q3 | $220K | Hold |
4,267
| – | – | ﹤0.01% | 1523 |
|
2020
Q2 | $174K | Buy |
4,267
+869
| +26% | +$35.4K | ﹤0.01% | 1604 |
|
2020
Q1 | $124K | Buy |
3,398
+1,216
| +56% | +$44.4K | ﹤0.01% | 1485 |
|
2019
Q4 | $109K | Hold |
2,182
| – | – | ﹤0.01% | 1674 |
|
2019
Q3 | $97K | Hold |
2,182
| – | – | ﹤0.01% | 1639 |
|
2019
Q2 | $111K | Hold |
2,182
| – | – | ﹤0.01% | 1558 |
|
2019
Q1 | $114K | Sell |
2,182
-392
| -15% | -$20.5K | ﹤0.01% | 1503 |
|
2018
Q4 | $112K | Buy |
2,574
+488
| +23% | +$21.2K | ﹤0.01% | 1542 |
|
2018
Q3 | $118K | Hold |
2,086
| – | – | ﹤0.01% | 1620 |
|
2018
Q2 | $96K | Hold |
2,086
| – | – | ﹤0.01% | 1668 |
|
2018
Q1 | $86K | Hold |
2,086
| – | – | ﹤0.01% | 1684 |
|
2017
Q4 | $91K | Buy |
2,086
+1,009
| +94% | +$44K | ﹤0.01% | 1624 |
|
2017
Q3 | $38K | Hold |
1,077
| – | – | ﹤0.01% | 1975 |
|
2017
Q2 | $40K | Hold |
1,077
| – | – | ﹤0.01% | 1894 |
|
2017
Q1 | $39K | Hold |
1,077
| – | – | ﹤0.01% | 1919 |
|
2016
Q4 | $36K | Hold |
1,077
| – | – | ﹤0.01% | 1915 |
|
2016
Q3 | $32K | Buy |
1,077
+210
| +24% | +$6.24K | ﹤0.01% | 1945 |
|
2016
Q2 | $28K | Hold |
867
| – | – | ﹤0.01% | 1843 |
|
2016
Q1 | $28K | Hold |
867
| – | – | ﹤0.01% | 1780 |
|
2015
Q4 | $25K | Buy |
867
+366
| +73% | +$10.6K | ﹤0.01% | 1886 |
|
2015
Q3 | $14K | Buy |
501
+211
| +73% | +$5.9K | ﹤0.01% | 1675 |
|
2015
Q2 | $7K | Hold |
290
| – | – | ﹤0.01% | 1618 |
|
2015
Q1 | $6K | Buy |
+290
| New | +$6K | ﹤0.01% | 1721 |
|