Burt Wealth Advisors’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $830K | Sell |
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|
2024
Q4 | $849K | Hold |
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|
2024
Q3 | $934K | Hold |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $639K | Sell |
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|
2023
Q3 | $868K | Hold |
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|
2023
Q2 | $948K | Hold |
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|
2023
Q1 | $916K | Hold |
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|
2022
Q4 | $823K | Sell |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $772K | Hold |
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|
2022
Q1 | $904K | Buy |
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