Abound Wealth Management’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260 | Hold |
1
| – | – | ﹤0.01% | 960 |
|
|
2025
Q1 | $212 | Hold |
1
| – | – | ﹤0.01% | 963 |
|
|
2024
Q4 | $187 | Hold |
1
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q3 | $205 | Hold |
1
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q2 | $178 | Hold |
1
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q1 | $155 | Hold |
1
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q4 | $143 | Hold |
1
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q3 | $130 | Hold |
1
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q2 | $141 | Buy |
+1
| New | +$141 | ﹤0.01% | 1170 |
|