Comfort Systems USA shares owned by Optimize Financial
Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by Optimize Financial
from 13F filings
Historical chart of Optimize Financial investment in Comfort Systems USA
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All positions including Comfort Systems USA held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Comfort Systems USA by Optimize Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $369k | 447 | 825.18 |
| 2025-06-30 | $352k | 657 | 536.21 |
| 2025-03-31 | $213k | 661 | 322.33 |