Cornerstone Planning Group’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
Q3 | $67.7K | Buy |
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|
2025
Q2 | $43.5K | Sell |
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|
2025
Q1 | $38.8K | Buy |
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|
2024
Q4 | $34.8K | Hold |
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|
2024
Q3 | $36.8K | Hold |
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|
2024
Q2 | $33.6K | Sell |
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|
2024
Q1 | $55.8K | Sell |
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|
2023
Q4 | $60.1K | Hold |
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|
2023
Q3 | $54.4K | Sell |
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|
2023
Q2 | $61.2K | Buy |
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|
2022
Q4 | $61.5K | Buy |
|