Cherry Tree Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Hold |
44
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $11.8K | Hold |
44
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $10.5K | Hold |
44
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $11.5K | Hold |
44
| – | – | ﹤0.01% | 400 |
|
|
2024
Q2 | $9.84K | Hold |
44
| – | – | ﹤0.01% | 396 |
|
|
2024
Q1 | $8.4K | Hold |
44
| – | – | ﹤0.01% | 394 |
|
|
2023
Q4 | $7.87K | Hold |
44
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $7.13K | Hold |
44
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $7.79K | Buy |
+44
| New | +$7.79K | ﹤0.01% | 362 |
|