Atria Wealth Solutions’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
8,637
-64
| -0.7% | -$16.3K | 0.05% | 396 |
|
|
2025
Q1 | $1.84M | Buy |
8,701
+1,123
| +15% | +$237K | 0.02% | 661 |
|
|
2024
Q4 | $1.41M | Sell |
7,578
-10
| -0.1% | -$1.86K | 0.02% | 781 |
|
|
2024
Q3 | $1.55M | Sell |
7,588
-35
| -0.5% | -$7.13K | 0.02% | 732 |
|
|
2024
Q2 | $1.35M | Hold |
7,623
| – | – | 0.01% | 767 |
|
|
2024
Q1 | $1.17M | Buy |
7,623
+42
| +0.6% | +$6.47K | 0.01% | 838 |
|
|
2023
Q4 | $1.08M | Sell |
7,581
-1
| -0% | -$142 | 0.01% | 821 |
|
|
2023
Q3 | $980K | Hold |
7,582
| – | – | 0.01% | 815 |
|
|
2023
Q2 | $1.07M | Sell |
7,582
-57
| -0.7% | -$8.01K | 0.01% | 807 |
|
|
2023
Q1 | $1.04M | Sell |
7,639
-1
| -0% | -$136 | 0.02% | 783 |
|
|
2022
Q4 | $916K | Sell |
7,640
-1
| -0% | -$120 | 0.01% | 790 |
|
|
2022
Q3 | $876K | Buy |
7,641
+52
| +0.7% | +$5.96K | 0.02% | 761 |
|
|
2022
Q2 | $800K | Hold |
7,589
| – | – | 0.02% | 771 |
|
|
2022
Q1 | $963K | Buy |
+7,589
| New | +$963K | 0.02% | 752 |
|