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Comfort Systems USA shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $246k 1.2k 205.74
2022-12-31 $785k 6.8k 115.09
2022-09-30 $343k 3.5k 97.33
2022-06-30 $314k 3.8k 83.15
2022-03-31 $307k 3.4k 89.09
2021-09-30 $134k 1.9k 71.39
2021-06-30 $101k 1.3k 79.09
2021-03-31 $60k 798 75.19