Mount Yale Investment Advisors, LLC Comfort Systems Usa Inc Transaction History

Mount Yale Investment Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$290.73 - $347.21 $2,325 - $2,777	-8 Reduced 0.88%	896 $272,000
Q1 2024 May 15, 2024	SELL	$195.89 - $323.29 $87,562 - $144,510	-447 Reduced 33.09%	904 $287,000
Q4 2023 Feb 12, 2024	SELL	$152.12 - $209.24 $1,825 - $2,510	-12 Reduced 0.88%	1,351 $277,000
Q3 2023 Oct 11, 2023	SELL	$159.77 - $188.65 $54,162 - $63,952	-339 Reduced 19.92%	1,363 $232,000
Q2 2023 Aug 14, 2023	SELL	$129.31 - $166.3 $49,655 - $63,859	-384 Reduced 18.41%	1,702 $279,000
Q1 2023 May 11, 2023	SELL	$111.86 - $151.04 $62,529 - $84,431	-559 Reduced 21.13%	2,086 $304,000
Q4 2022 Feb 13, 2023	BUY	$100.76 - $126.92 $3,929 - $4,949	39 Added 1.5%	2,645 $304,000
Q3 2022 Nov 07, 2022	SELL	$84.09 - $108.44 $37,840 - $48,798	-450 Reduced 14.73%	2,606 $254,000
Q2 2022 Aug 02, 2022	BUY	$75.33 - $92.56 $230,208 - $282,863	3,056 New	3,056 $254,000
Q4 2018 Feb 14, 2019	SELL	$41.3 - $59.2 $81,567 - $116,920	-1,975 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$46.25 - $58.35 $17,898 - $22,581	-387 Reduced 16.38%	1,975 $116,000
Q2 2018 Aug 22, 2018	SELL	$40.15 - $48.6 $7,427 - $8,991	-185 Reduced 7.26%	2,362 $108,000
Q1 2018 Jun 25, 2018	BUY	$39.85 - $44.45 $101,497 - $113,214	2,547 New	2,547 $105,000

625

30.9M

213K

126K

Ticker FIX
Exchange NYSE
Sector Industrials
Industry Engineering & Construction
Shares Outstandng 35,760,800
Market Cap $15.6B
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...

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.