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Moran Wealth Management, LLC → FIX
Moran Wealth Management, LLC FIX Position History
Comfort Systems USA, Inc. • Industrials
Quarters held
8
Latest value
$17.6M
Q3 2026
Peak value
$26.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $26.4M |
| Q4 2025 | $22K |
| Q1 2026 | $15.6M |
| Q1 2026 | $50K |
| Q2 2026 | $20.9M |
| Q2 2026 | $127K |
| Q3 2026 | $106K |
| Q3 2026 | $17.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.6M | 10.6K | — | — |
| Q3 2026 | $106K | 64 | — | — |
| Q2 2026 | $127K | 64 | — | — |
| Q2 2026 | $20.9M | 10.5K | — | — |
| Q1 2026 | $50K | 36 | — | — |
| Q1 2026 | $15.6M | 11.3K | — | — |
| Q4 2025 | $22K | 24 | — | — |
| Q4 2025 | $26.4M | 28.3K | — | — |