Congress Wealth Management’s HEICO Corp HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.72M	Buy	29,646 +25,684	+648%	+$7.11M	0.09%	249
2025 Q1	$1.06M	Sell	3,962 -100	-2%	-$24.4K	0.01%	621
2024 Q4	$966K	Sell	4,062 -7	-0.2%	-$1.81K	0.01%	525
2024 Q3	$1.06M	Sell	4,069 -128	-3%	-$31K	0.01%	514
2024 Q2	$938K	Buy	4,197 +78	+2%	+$16.5K	0.01%	437
2024 Q1	$787K	Buy	4,119 +30	+0.7%	+$5.57K	0.01%	396
2023 Q4	$731K	Buy	4,089 +7	+0.2%	+$1.19K	0.01%	417
2023 Q3	$661K	Sell	4,082 -202	-5%	-$34.3K	0.01%	416
2023 Q2	$758K	Sell	4,284 -18	-0.4%	-$3.03K	0.02%	370
2023 Q1	$736K	Sell	4,302 -379	-8%	-$63.8K	0.02%	378
2022 Q4	$719K	Hold	4,681	–	–	0.02%	369
2022 Q3	$673K	Buy	4,681 +291	+7%	+$43.6K	0.02%	373
2022 Q2	$576K	Sell	4,390 -140	-3%	-$19.7K	0.01%	386
2022 Q1	$696K	Sell	4,530 -88	-2%	-$12.8K	0.02%	398
2021 Q4	$666K	Buy	+4,618	New	+$651K	0.01%	427