Atria Wealth Solutions’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
13,283
-768
| -5% | -$250K | 0.1% | 238 |
|
|
2025
Q1 | $3.75M | Buy |
14,051
+537
| +4% | +$143K | 0.05% | 420 |
|
|
2024
Q4 | $3.21M | Sell |
13,514
-105
| -0.8% | -$25K | 0.04% | 482 |
|
|
2024
Q3 | $3.56M | Sell |
13,619
-573
| -4% | -$150K | 0.04% | 433 |
|
|
2024
Q2 | $3.17M | Buy |
14,192
+71
| +0.5% | +$15.9K | 0.04% | 468 |
|
|
2024
Q1 | $2.7M | Sell |
14,121
-154
| -1% | -$29.4K | 0.03% | 530 |
|
|
2023
Q4 | $2.55M | Buy |
14,275
+4
| +0% | +$715 | 0.03% | 524 |
|
|
2023
Q3 | $2.31M | Sell |
14,271
-121
| -0.8% | -$19.6K | 0.03% | 511 |
|
|
2023
Q2 | $2.55M | Sell |
14,392
-116
| -0.8% | -$20.5K | 0.03% | 490 |
|
|
2023
Q1 | $2.48M | Sell |
14,508
-390
| -3% | -$66.7K | 0.04% | 467 |
|
|
2022
Q4 | $2.29M | Sell |
14,898
-644
| -4% | -$98.9K | 0.04% | 464 |
|
|
2022
Q3 | $2.24M | Buy |
15,542
+1,873
| +14% | +$270K | 0.04% | 435 |
|
|
2022
Q2 | $1.79M | Sell |
13,669
-977
| -7% | -$128K | 0.03% | 471 |
|
|
2022
Q1 | $2.25M | Buy |
+14,646
| New | +$2.25M | 0.04% | 451 |
|