Cornerstone Planning Group’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 | $2.22K | Buy |
9
+4
| +80% | +$984 | ﹤0.01% | 919 |
|
|
2025
Q1 | $975 | Buy |
5
+1
| +25% | +$195 | ﹤0.01% | 1137 |
|
|
2024
Q4 | $752 | Hold |
4
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q3 | $777 | Hold |
4
| – | – | ﹤0.01% | 997 |
|
|
2024
Q2 | $712 | Sell |
4
-10
| -71% | -$1.78K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $2.37K | Hold |
14
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $1.99K | Hold |
14
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $1.81K | Buy |
14
+2
| +17% | +$258 | ﹤0.01% | 683 |
|
|
2023
Q2 | $1.69K | Buy |
+12
| New | +$1.69K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $1.51K | Buy |
+12
| New | +$1.51K | ﹤0.01% | 1267 |
|