Avantax Advisory Services’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	$762K	Buy	2,946 +366	+14%	+$94.7K	﹤0.01%	1329
2025 Q1	$544K	Buy	2,580 +1,151	+81%	+$243K	﹤0.01%	1455
2024 Q4	$266K	Sell	1,429 -8	-0.6%	-$1.49K	﹤0.01%	1862
2024 Q3	$293K	Buy	1,437 +243	+20%	+$49.5K	﹤0.01%	1770
2024 Q2	$212K	Buy	+1,194	New	+$212K	﹤0.01%	1915