BWA
Burt Wealth Advisors’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
3,108
| – | – | 0.23% | 42 |
|
|
2025
Q1 | $830K | Sell |
3,108
-464
| -13% | -$124K | 0.21% | 43 |
|
|
2024
Q4 | $849K | Hold |
3,572
| – | – | 0.22% | 44 |
|
|
2024
Q3 | $934K | Hold |
3,572
| – | – | 0.23% | 39 |
|
|
2024
Q2 | $799K | Sell |
3,572
-1
| -0% | -$224 | 0.21% | 45 |
|
|
2024
Q1 | $682K | Buy |
3,573
+1
| +0% | +$191 | 0.17% | 51 |
|
|
2023
Q4 | $639K | Sell |
3,572
-1,786
| -33% | -$319K | 0.18% | 49 |
|
|
2023
Q3 | $868K | Hold |
5,358
| – | – | 0.27% | 35 |
|
|
2023
Q2 | $948K | Hold |
5,358
| – | – | 0.29% | 34 |
|
|
2023
Q1 | $916K | Hold |
5,358
| – | – | 0.28% | 31 |
|
|
2022
Q4 | $823K | Sell |
5,358
-532
| -9% | -$81.7K | 0.28% | 35 |
|
|
2022
Q3 | $848K | Hold |
5,890
| – | – | 0.34% | 21 |
|
|
2022
Q2 | $772K | Hold |
5,890
| – | – | 0.27% | 28 |
|
|
2022
Q1 | $904K | Buy |
+5,890
| New | +$904K | 0.27% | 32 |
|