Everhart Financial Group’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 | $807K | Buy |
3,119
+29
| +0.9% | +$7.5K | 0.09% | 151 |
|
|
2025
Q1 | $652K | Buy |
3,090
+302
| +11% | +$63.7K | 0.09% | 160 |
|
|
2024
Q4 | $519K | Sell |
2,788
-46
| -2% | -$8.56K | 0.11% | 180 |
|
|
2024
Q3 | $577K | Buy |
2,834
+684
| +32% | +$139K | 0.13% | 174 |
|
|
2024
Q2 | $382K | Buy |
2,150
+333
| +18% | +$59.1K | 0.1% | 202 |
|
|
2024
Q1 | $280K | Buy |
1,817
+149
| +9% | +$22.9K | 0.08% | 221 |
|
|
2023
Q4 | $238K | Buy |
+1,668
| New | +$238K | 0.08% | 213 |
|