Number of Shares
2,963.00
Current Holdings Value*
$955,060.00
% of Portfolio
0.45%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
255.33%

OPTIMUM INVESTMENT ADVISORS's Comfort Systems USA Inc Holding Summary

As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 2,963.00 shares of Comfort Systems USA Inc(FIX), totaling $955,060.00. This investment constitutes 0.45% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0.01% of the outstanding Comfort Systems USA Inc(FIX) stock.

The initial trade took place in 2022Q4. And since then OPTIMUM INVESTMENT ADVISORS has made 5 purchases of FIX, at an average price of $139.30, for a total of 4,344.00 shares. In addition, there have been 5 sales at an average price of $396.24 for 1,381.00 shares. Based on historical transaction data and FIX's current price of $540.98, OPTIMUM INVESTMENT ADVISORS's estimated gain on his FIX holdings is $1.55 Mil, reflecting a 255.33% gain to date.

OPTIMUM INVESTMENT ADVISORS FIX ($540.98) Holding Chart

OPTIMUM INVESTMENT ADVISORS FIX ($540.98) 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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