Avantax Advisory Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
9,578
-41
| -0.4% | -$13.4K | 0.02% | 604 |
|
|
2025
Q1 | $2.57M | Buy |
9,619
+156
| +2% | +$41.7K | 0.02% | 642 |
|
|
2024
Q4 | $2.25M | Buy |
9,463
+2,421
| +34% | +$576K | 0.01% | 661 |
|
|
2024
Q3 | $1.84M | Sell |
7,042
-154
| -2% | -$40.3K | 0.01% | 742 |
|
|
2024
Q2 | $1.61M | Buy |
7,196
+5,759
| +401% | +$1.29M | 0.01% | 747 |
|
|
2024
Q1 | $275K | Buy |
1,437
+164
| +13% | +$31.3K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $228K | Buy |
+1,273
| New | +$228K | ﹤0.01% | 1400 |
|