Clearstead Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
1,674
-131
| -7% | -$43K | 0.01% | 588 |
|
|
2025
Q1 | $482K | Sell |
1,805
-272
| -13% | -$72.7K | 0.01% | 586 |
|
|
2024
Q4 | $494K | Buy |
2,077
+235
| +13% | +$55.9K | 0.01% | 578 |
|
|
2024
Q3 | $482K | Sell |
1,842
-186
| -9% | -$48.6K | 0.01% | 585 |
|
|
2024
Q2 | $453K | Buy |
+2,028
| New | +$453K | 0.01% | 561 |
|