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EP Wealth Advisors’s HEICO Class A HEI.A Stock Holding History

EP Wealth Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$126K Sell
486
-199
-29% -$51.5K ﹤0.01% 1347
2025
Q1 		$145K Buy
685
+30
+5% +$6.33K ﹤0.01% 1195
2024
Q4 		$122K Buy
+655
New +$122K ﹤0.01% 1173