EP Wealth Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
10,661
+169
| +2% | +$55.4K | 0.02% | 311 |
|
|
2025
Q1 | $2.8M | Buy |
10,492
+17
| +0.2% | +$4.54K | 0.02% | 310 |
|
|
2024
Q4 | $2.49M | Buy |
+10,475
| New | +$2.49M | 0.02% | 325 |
|
|
2020
Q1 | – | Sell |
-1,994
| Closed | -$228K | – | 403 |
|
|
2019
Q4 | $228K | Buy |
+1,994
| New | +$228K | 0.01% | 371 |
|