BWA
Burt Wealth Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Hold |
2,786
| – | – | 0.16% | 57 |
|
|
2025
Q1 | $588K | Hold |
2,786
| – | – | 0.15% | 59 |
|
|
2024
Q4 | $518K | Hold |
2,786
| – | – | 0.13% | 62 |
|
|
2024
Q3 | $568K | Hold |
2,786
| – | – | 0.14% | 57 |
|
|
2024
Q2 | $495K | Sell |
2,786
-1,114
| -29% | -$198K | 0.13% | 59 |
|
|
2024
Q1 | $600K | Hold |
3,900
| – | – | 0.15% | 55 |
|
|
2023
Q4 | $556K | Sell |
3,900
-1,951
| -33% | -$278K | 0.16% | 53 |
|
|
2023
Q3 | $756K | Hold |
5,851
| – | – | 0.23% | 41 |
|
|
2023
Q2 | $823K | Hold |
5,851
| – | – | 0.25% | 37 |
|
|
2023
Q1 | $795K | Hold |
5,851
| – | – | 0.25% | 35 |
|
|
2022
Q4 | $701K | Hold |
5,851
| – | – | 0.23% | 41 |
|
|
2022
Q3 | $671K | Hold |
5,851
| – | – | 0.27% | 27 |
|
|
2022
Q2 | $617K | Hold |
5,851
| – | – | 0.21% | 39 |
|
|
2022
Q1 | $742K | Buy |
+5,851
| New | +$742K | 0.22% | 37 |
|