Avion Wealth’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 | $1K | Hold |
4
| – | – | ﹤0.01% | 979 |
|
|
2025
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1168 |
|
|
2024
Q4 | – | Sell |
-4
| Closed | – | – | 1124 |
|
|
2024
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1147 |
|
|
2024
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1077 |
|
|
2024
Q1 | $1K | Sell |
4
-4
| -50% | -$1K | ﹤0.01% | 962 |
|
|
2023
Q4 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 816 |
|
|
2023
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 642 |
|
|
2023
Q2 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 582 |
|
|
2023
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 633 |
|