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Concurrent Investment Advisors’s HEICO HEI Stock Holding History

Concurrent Investment Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$215K Buy
+655
New +$215K ﹤0.01% 1226
2024
Q2 		– Sell
-1,477
Closed -$282K – 972
2024
Q1 		$282K Sell
1,477
-126
-8% -$24.1K 0.01% 686
2023
Q4 		$287K Buy
+1,603
New +$287K 0.01% 664