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Corient IA’s HEICO HEI Stock Holding History

Corient IA’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$820K Hold
2,500
– – 0.48% 48
2025
Q1 		$668K Buy
+2,500
New +$668K 0.47% 56