Clearstead Advisors’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
166
+13
| +8% | +$3.36K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $32.3K | Buy |
153
+45
| +42% | +$9.49K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $20.1K | Hold |
108
| – | – | ﹤0.01% | 1384 |
|
|
2024
Q3 | $22K | Hold |
108
| – | – | ﹤0.01% | 1389 |
|
|
2024
Q2 | $19.2K | Hold |
108
| – | – | ﹤0.01% | 1394 |
|
|
2024
Q1 | $18.1K | Hold |
108
| – | – | ﹤0.01% | 959 |
|
|
2023
Q4 | $15.4K | Sell |
108
-108
| -50% | -$15.4K | ﹤0.01% | 985 |
|
|
2023
Q3 | $27.9K | Buy |
216
+108
| +100% | +$14K | ﹤0.01% | 973 |
|
|
2023
Q2 | $15.2K | Hold |
108
| – | – | ﹤0.01% | 931 |
|
|
2023
Q1 | $14.7K | Buy |
+108
| New | +$14.7K | ﹤0.01% | 892 |
|
|
2022
Q2 | – | Sell |
-115
| Closed | -$15K | – | 1348 |
|
|
2022
Q1 | $15K | Buy |
+115
| New | +$15K | ﹤0.01% | 917 |
|