DiNuzzo 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 | $1.55K | Hold |
6
| – | – | ﹤0.01% | 697 |
|
2025
Q1 | $1.27K | Hold |
6
| – | – | ﹤0.01% | 749 |
|
2024
Q4 | $1.12K | Hold |
6
| – | – | ﹤0.01% | 811 |
|
2024
Q3 | $1.22K | Hold |
6
| – | – | ﹤0.01% | 785 |
|
2024
Q2 | $1.07K | Buy |
6
+1
| +20% | +$178 | ﹤0.01% | 773 |
|
2024
Q1 | $770 | Hold |
5
| – | – | ﹤0.01% | 828 |
|
2023
Q4 | $713 | Buy |
+5
| New | +$713 | ﹤0.01% | 839 |
|