Avion Wealth’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
22
+12
| +120% | +$3.82K | ﹤0.01% | 543 |
|
|
2025
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 714 |
|
|
2024
Q4 | $2K | Buy |
10
+1
| +11% | +$200 | ﹤0.01% | 711 |
|
|
2024
Q3 | $2K | Buy |
9
+4
| +80% | +$889 | ﹤0.01% | 678 |
|
|
2024
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 738 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | – | – | 1187 |
|
|
2023
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 973 |
|