CVA Family Office’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 | $109K | Hold |
422
| – | – | 0.02% | 393 |
|
|
2025
Q1 | $89K | Hold |
422
| – | – | 0.01% | 414 |
|
|
2024
Q4 | $78.5K | Hold |
422
| – | – | 0.01% | 434 |
|
|
2024
Q3 | $86K | Hold |
422
| – | – | 0.01% | 406 |
|
|
2024
Q2 | $74.9K | Hold |
422
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $65K | Hold |
422
| – | – | 0.01% | 437 |
|
|
2023
Q4 | $60.1K | Buy |
+422
| New | +$60.1K | 0.01% | 435 |
|
|
2023
Q3 | – | Sell |
-422
| Closed | -$59.3K | – | 538 |
|
|
2023
Q2 | $59.3K | Sell |
422
-5
| -1% | -$703 | 0.01% | 407 |
|
|
2023
Q1 | $58K | Buy |
427
+5
| +1% | +$679 | 0.01% | 415 |
|
|
2022
Q4 | $50.6K | Hold |
422
| – | – | 0.01% | 415 |
|
|
2022
Q3 | $48K | Hold |
422
| – | – | 0.01% | 372 |
|
|
2022
Q2 | $44K | Sell |
422
-60
| -12% | -$6.26K | 0.01% | 393 |
|
|
2022
Q1 | $61K | Buy |
482
+15
| +3% | +$1.9K | 0.01% | 357 |
|
|
2021
Q4 | $60K | Buy |
+467
| New | +$60K | 0.01% | 328 |
|
|
2021
Q3 | – | Sell |
-422
| Closed | -$52K | – | 574 |
|
|
2021
Q2 | $52K | Buy |
+422
| New | +$52K | 0.01% | 361 |
|