Cherry Tree Wealth Management’s HEICO Corp HEI Stock Holding History

Cherry Tree Wealth Management’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.4K	Hold
2025 Q1	$11.8K	Hold
2024 Q4	$10.5K	Hold
2024 Q3	$11.5K	Hold
2024 Q2	$9.84K	Hold
2024 Q1	$8.4K	Hold
2023 Q4	$7.87K	Hold
2023 Q3	$7.13K	Hold
2023 Q2	$7.79K	Buy