Envestnet Portfolio Solutions’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
5,284
+1,013
| +24% | +$262K | 0.01% | 685 |
|
|
2025
Q1 | $901K | Sell |
4,271
-2,521
| -37% | -$532K | ﹤0.01% | 828 |
|
|
2024
Q4 | $1.26M | Sell |
6,792
-875
| -11% | -$163K | ﹤0.01% | 828 |
|
|
2024
Q3 | $1.56M | Buy |
7,667
+116
| +2% | +$23.6K | 0.01% | 751 |
|
|
2024
Q2 | $1.34M | Buy |
7,551
+170
| +2% | +$30.2K | ﹤0.01% | 762 |
|
|
2024
Q1 | $1.14M | Sell |
7,381
-9,616
| -57% | -$1.48M | ﹤0.01% | 808 |
|
|
2023
Q4 | $2.42M | Buy |
16,997
+246
| +1% | +$35K | 0.01% | 537 |
|
|
2023
Q3 | $2.16M | Buy |
+16,751
| New | +$2.16M | 0.01% | 527 |
|