Beaumont Financial Advisors’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-914
Closed -$204K 365
2024
Q2
$204K Sell
914
-206
-18% -$46.1K 0.02% 350
2024
Q1
$214K Hold
1,120
0.02% 340
2023
Q4
$200K Buy
+1,120
New +$200K 0.02% 329