Corient Private Wealth’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 | $2.63M | Buy |
10,169
+258
| +3% | +$66.8K | ﹤0.01% | 994 |
|
|
2025
Q1 | $2.09M | Buy |
9,911
+1,551
| +19% | +$327K | ﹤0.01% | 960 |
|
|
2024
Q4 | $1.56M | Sell |
8,360
-401
| -5% | -$74.6K | ﹤0.01% | 1099 |
|
|
2024
Q3 | $1.79M | Sell |
8,761
-477
| -5% | -$97.2K | ﹤0.01% | 1126 |
|
|
2024
Q2 | $1.64M | Buy |
9,238
+1,370
| +17% | +$243K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $1.21M | Buy |
7,868
+41
| +0.5% | +$6.31K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $1.11M | Buy |
7,827
+80
| +1% | +$11.4K | ﹤0.01% | 1241 |
|
|
2023
Q3 | $1M | Buy |
7,747
+36
| +0.5% | +$4.65K | ﹤0.01% | 1179 |
|
|
2023
Q2 | $1.08M | Buy |
7,711
+3
| +0% | +$422 | ﹤0.01% | 1118 |
|
|
2023
Q1 | $1.05M | Buy |
7,708
+1,097
| +17% | +$149K | ﹤0.01% | 1062 |
|
|
2022
Q4 | $792K | Buy |
+6,611
| New | +$792K | ﹤0.01% | 977 |
|