Comfort Systems USA shares owned by HB Wealth Management
Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Comfort Systems USA
Tip: Access up to 7 years of quarterly data
All positions including Comfort Systems USA held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Comfort Systems USA by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $6.7M | 3.4k | 1981.95 |
| 2026-03-31 | $4.4M | 3.2k | 1378.99 |
| 2025-12-31 | $2.4M | 2.6k | 933.29 |
| 2025-09-30 | $1.9M | 2.3k | 825.18 |
| 2025-06-30 | $475k | 886 | 536.21 |
| 2025-03-31 | $480k | 1.5k | 322.33 |
| 2024-12-31 | $292k | 688 | 424.06 |
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