Heritage Wealth Management, LLC Comfort Systems Usa Inc Transaction History

Heritage Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$152.12 - $209.24 $856,283 - $1.18 Million	-5,629 Reduced 82.49%	1,195 $245,000
Q4 2022 Feb 13, 2023	BUY	$100.76 - $126.92 $332,508 - $418,836	3,300 Added 93.64%	6,824 $785,000
Q3 2022 Nov 14, 2022	SELL	$84.09 - $108.44 $21,274 - $27,435	-253 Reduced 6.7%	3,524 $343,000
Q2 2022 Aug 15, 2022	BUY	$75.33 - $92.56 $24,934 - $30,637	331 Added 9.61%	3,777 $314,000
Q1 2022 Aug 15, 2022	BUY	$82.68 - $99.27 $129,724 - $155,754	1,569 Added 83.59%	3,446 $307,000

Q3 2021 Nov 10, 2021	BUY	$69.14 - $79.12 $41,484 - $47,472	600 Added 46.99%	1,877 $134,000
Q2 2021 Aug 11, 2021	BUY	$75.0 - $86.87 $35,925 - $41,610	479 Added 60.03%	1,277 $101,000
Q1 2021 Jul 16, 2021	BUY	$51.58 - $75.2 $41,160 - $60,009	798 New	798 $60,000

519

31.8M

225K

139K

Ticker FIX
Exchange NYSE
Sector Industrials
Industry Engineering & Construction
Shares Outstandng 35,760,800
Market Cap $10.5B
Description
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It engages in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) systems; and re...

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