Blue Chip Partners’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 | $264K | Buy |
1,022
+19
| +2% | +$4.92K | 0.02% | 141 |
|
|
2025
Q1 | $212K | Buy |
+1,003
| New | +$212K | 0.02% | 156 |
|
|
2024
Q4 | – | Sell |
-1,150
| Closed | -$234K | – | 172 |
|
|
2024
Q3 | $234K | Hold |
1,150
| – | – | 0.02% | 133 |
|
|
2024
Q2 | $204K | Hold |
1,150
| – | – | 0.02% | 135 |
|
|
2024
Q1 | $177K | Buy |
+1,150
| New | +$177K | 0.02% | 139 |
|