A detailed history of 9258 Wealth Management, LLC transactions in Comfort Systems Usa Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,598 shares of FIX stock, worth $698,054. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,598
Previous 1,598 -0.0%
Holding current value
$698,054
Previous $485,000 28.45%
% of portfolio
0.09%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$290.73 - $347.21 $1,453 - $1,736
-5 Reduced 0.31%
1,598 $485,000
Q1 2024

May 03, 2024

SELL
$195.89 - $323.29 $1,175 - $1,939
-6 Reduced 0.37%
1,603 $509,000
Q4 2023

Feb 06, 2024

SELL
$152.12 - $209.24 $19,927 - $27,410
-131 Reduced 7.53%
1,609 $330,000
Q3 2023

Nov 08, 2023

SELL
$159.77 - $188.65 $2,396 - $2,829
-15 Reduced 0.85%
1,740 $296,000
Q2 2023

Aug 08, 2023

SELL
$129.31 - $166.3 $9,310 - $11,973
-72 Reduced 3.94%
1,755 $288,000
Q1 2023

May 03, 2023

SELL
$111.86 - $151.04 $11,969 - $16,161
-107 Reduced 5.53%
1,827 $266,000
Q4 2022

Feb 03, 2023

SELL
$100.76 - $126.92 $14,912 - $18,784
-148 Reduced 7.11%
1,934 $222,000
Q3 2022

Nov 08, 2022

BUY
$84.09 - $108.44 $175,075 - $225,772
2,082 New
2,082 $203,000
Q1 2022

May 13, 2022

SELL
$82.68 - $99.27 $173,876 - $208,764
-2,103 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$74.06 - $102.81 $59,914 - $83,173
-809 Reduced 27.78%
2,103 $208,000
Q2 2021

Aug 13, 2021

SELL
$75.0 - $86.87 $75 - $86
-1 Reduced 0.03%
2,912 $229,000
Q1 2021

May 11, 2021

BUY
$51.58 - $75.2 $150,252 - $219,057
2,913 New
2,913 $218,000

Others Institutions Holding FIX

About COMFORT SYSTEMS USA INC


  • Ticker FIX
  • Exchange NYSE
  • Sector Industrials
  • Industry Engineering & Construction
  • Shares Outstandng 35,760,800
  • Market Cap $15.6B
  • Description
  • Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It engages in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) systems; and re...
More about FIX
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.