Evercore Wealth Management, LLC FIX Holdings History
Evercore Wealth Management, LLC's Comfort Systems USA Inc Holding Summary
As of 2025-03-31, Evercore Wealth Management, LLC held 126,533.00 shares of Comfort Systems USA Inc(FIX), totaling $40.79 Mil. This investment constitutes 0.66% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.36% of the outstanding Comfort Systems USA Inc(FIX) stock.
The initial trade took place in 2025Q1. And since then Evercore Wealth Management, LLC has made 1 purchases of FIX, at an average price of $403.31, for a total of 126,533.00 shares. Based on historical transaction data and FIX's current price of $535.00, Evercore Wealth Management, LLC's estimated gain on his FIX holdings is $16.66 Mil, reflecting a 32.65% gain to date.
Evercore Wealth Management, LLC FIX ($535.00) Holding Chart
Evercore Wealth Management, LLC FIX ($535.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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