Acima Private Wealth’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 | $257K | Hold |
994
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $210K | Hold |
994
| – | – | 0.08% | 113 |
|
|
2024
Q4 | $185K | Hold |
994
| – | – | 0.06% | 120 |
|
|
2024
Q3 | $203K | Hold |
994
| – | – | 0.07% | 118 |
|
|
2024
Q2 | $176K | Hold |
994
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $153K | Hold |
994
| – | – | 0.06% | 128 |
|
|
2023
Q4 | $142K | Hold |
994
| – | – | 0.06% | 134 |
|
|
2023
Q3 | $128K | Hold |
994
| – | – | 0.06% | 140 |
|
|
2023
Q2 | $140K | Hold |
994
| – | – | 0.07% | 139 |
|
|
2023
Q1 | $135K | Buy |
+994
| New | +$135K | 0.07% | 140 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 240 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 244 |
|