Beaird Harris Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54K | Hold |
23
| – | – | ﹤0.01% | 396 |
|
|
2025
Q1 | $6.15K | Hold |
23
| – | – | ﹤0.01% | 371 |
|
|
2024
Q4 | $5.47K | Hold |
23
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $6.02K | Hold |
23
| – | – | ﹤0.01% | 364 |
|
|
2024
Q2 | $5.14K | Buy |
+23
| New | +$5.14K | ﹤0.01% | 447 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$615 | – | 586 |
|
|
2022
Q4 | $615 | Buy |
+4
| New | +$615 | ﹤0.01% | 680 |
|