Comfort Systems USA shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Comfort Systems USA
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All positions including Comfort Systems USA held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Comfort Systems USA by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $12M | 23k | 536.26 |
| 2025-03-31 | $7.2M | 22k | 322.34 |
| 2024-12-31 | $8.8M | 21k | 424.08 |
| 2024-09-30 | $18M | 47k | 390.36 |
| 2024-03-31 | $17M | 53k | 317.71 |
| 2023-12-31 | $12M | 57k | 205.67 |
| 2023-09-30 | $11M | 65k | 170.41 |
| 2023-06-30 | $10M | 61k | 164.20 |
| 2023-03-31 | $8.6M | 59k | 145.96 |
| 2022-12-31 | $6.9M | 60k | 115.08 |
| 2022-09-30 | $6.0M | 61k | 97.31 |
| 2022-06-30 | $4.9M | 59k | 83.13 |
| 2022-03-31 | $5.3M | 60k | 89.02 |
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