Bartlett & Co Wealth Management’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	$2.33K	Buy	+9	New	+$2.33K	﹤0.01%	1083
2022 Q4	–	Sell	-85	Closed	-$9.74K	–	1147
2022 Q3	$9.74K	Hold	85	–	–	﹤0.01%	828
2022 Q2	$8.97K	Buy	+85	New	+$8.97K	﹤0.01%	889