Ownership history in Peterson Wealth Services · 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in COMFORT SYS USA INC (FIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,447 | -43,884 | -72.7% | 3.93% | $15.3M | $932.81 |
| 2025 Q3 | ADDED | 60,331 | +41,129 | +214.2% | 3.81% | $15.4M | $824.24 |
| 2025 Q2 | ADDED | 19,202 | +93 | +0.5% | 2.82% | $10.3M | $535.22 |
| 2025 Q1 | ADDED | 19,109 | +52 | +0.3% | 1.91% | $6.2M | $321.42 |
| 2024 Q4 | REDUCED | 19,057 | -260 | -1.3% | 2.43% | $8.1M | $422.34 |
| 2024 Q3 | ADDED | 19,317 | +5,528 | +40.1% | 2.41% | $7.5M | $388.47 |
| 2024 Q2 | REDUCED | 13,789 | -149 | -1.1% | 1.47% | $4.2M | $302.36 |
| 2024 Q1 | REDUCED | 13,938 | -2,176 | -13.5% | 1.61% | $4.4M | $315.60 |
| 2023 Q4 | REDUCED | 16,114 | -160 | -1.0% | 1.42% | $3.3M | $204.14 |
| 2023 Q3 | ADDED | 16,274 | +315 | +2.0% | 2.08% | $2.8M | $168.93 |
As of 2025 Q4 — sorted by position size