Axxcess Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
5,805
+1,061
| +22% | +$275K | 0.04% | 336 |
|
|
2025
Q1 | $1M | Buy |
4,744
+3,302
| +229% | +$697K | 0.03% | 394 |
|
|
2024
Q4 | $268K | Sell |
1,442
-62
| -4% | -$11.5K | 0.01% | 706 |
|
|
2024
Q3 | $306K | Sell |
1,504
-48
| -3% | -$9.78K | 0.01% | 679 |
|
|
2024
Q2 | $276K | Sell |
1,552
-77
| -5% | -$13.7K | 0.01% | 679 |
|
|
2024
Q1 | $251K | Buy |
1,629
+8
| +0.5% | +$1.23K | 0.01% | 732 |
|
|
2023
Q4 | $231K | Buy |
1,621
+22
| +1% | +$3.13K | 0.01% | 735 |
|
|
2023
Q3 | $207K | Buy |
1,599
+110
| +7% | +$14.2K | 0.01% | 723 |
|
|
2023
Q2 | $209K | Sell |
1,489
-34
| -2% | -$4.78K | 0.02% | 541 |
|
|
2023
Q1 | $207K | Buy |
+1,523
| New | +$207K | 0.02% | 581 |
|