Comfort Systems USA shares owned by Creative Planning
Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Comfort Systems USA
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All positions including Comfort Systems USA held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Comfort Systems USA by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 22k | 825.18 |
| 2025-06-30 | $9.3M | 17k | 536.21 |
| 2025-03-31 | $4.9M | 15k | 322.33 |
| 2024-12-31 | $5.7M | 14k | 424.06 |
| 2024-09-30 | $4.9M | 13k | 390.35 |
| 2024-06-30 | $4.3M | 14k | 304.12 |
| 2024-03-31 | $4.1M | 13k | 317.71 |
| 2023-12-31 | $2.3M | 11k | 205.67 |
| 2023-09-30 | $1.6M | 9.5k | 170.41 |
| 2023-06-30 | $1.4M | 8.6k | 164.20 |
| 2023-03-31 | $1.1M | 7.6k | 145.96 |
| 2022-12-31 | $732k | 6.4k | 115.08 |
| 2022-09-30 | $488k | 5.0k | 97.39 |
| 2022-06-30 | $538k | 6.5k | 83.22 |
| 2022-03-31 | $573k | 6.4k | 89.00 |
| 2021-12-31 | $591k | 6.0k | 98.88 |
| 2021-09-30 | $456k | 6.4k | 71.40 |
| 2021-06-30 | $503k | 6.4k | 78.74 |
| 2021-03-31 | $495k | 6.6k | 74.76 |
| 2020-12-31 | $327k | 6.2k | 52.61 |
| 2020-09-30 | $325k | 6.3k | 51.46 |
| 2017-06-30 | $4.0k | 100 | 40.00 |
| 2017-03-31 | $4.0k | 100 | 40.00 |
| 2016-12-31 | $3.0k | 100 | 30.00 |
| 2016-09-30 | $143k | 4.9k | 29.28 |
| 2016-06-30 | $159k | 4.9k | 32.56 |
| 2016-03-31 | $162k | 5.1k | 31.75 |
| 2015-12-31 | $137k | 4.8k | 28.44 |
| 2015-09-30 | $205k | 7.5k | 27.31 |
| 2015-06-30 | $381k | 17k | 22.96 |
| 2015-03-31 | $656k | 31k | 21.03 |
| 2014-12-31 | $913k | 53k | 17.13 |
| 2014-09-30 | $814k | 60k | 13.55 |
| 2014-06-30 | $997k | 63k | 15.80 |
| 2014-03-31 | $971k | 64k | 15.23 |
| 2013-12-31 | $1.2M | 64k | 19.39 |
| 2013-09-30 | $1.1M | 64k | 16.81 |
| 2013-06-30 | $974k | 65k | 14.92 |
| 2012-12-31 | $812k | 67k | 12.16 |
| 2012-09-30 | $730k | 67k | 10.93 |
| 2012-06-30 | $679k | 68k | 10.02 |
| 2011-12-31 | $773k | 72k | 10.73 |