EverSource Wealth Advisors’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Buy |
590
+262
| +80% | +$85.9K | 0.01% | 876 |
|
|
2025
Q1 | $87.8K | Sell |
328
-709
| -68% | -$190K | ﹤0.01% | 963 |
|
|
2024
Q4 | $247K | Buy |
1,037
+982
| +1,785% | +$233K | 0.01% | 574 |
|
|
2024
Q3 | $14.4K | Buy |
55
+5
| +10% | +$1.31K | ﹤0.01% | 1660 |
|
|
2024
Q2 | $12.1K | Buy |
50
+3
| +6% | +$724 | ﹤0.01% | 1748 |
|
|
2024
Q1 | $9.75K | Buy |
47
+9
| +24% | +$1.87K | ﹤0.01% | 1700 |
|
|
2023
Q4 | $6.8K | Buy |
38
+20
| +111% | +$3.58K | ﹤0.01% | 1733 |
|
|
2023
Q3 | $2.92K | Buy |
18
+3
| +20% | +$486 | ﹤0.01% | 1892 |
|
|
2023
Q2 | $2.65K | Sell |
15
-200
| -93% | -$35.4K | ﹤0.01% | 1951 |
|
|
2023
Q1 | $36.8K | Hold |
215
| – | – | ﹤0.01% | 890 |
|
|
2022
Q4 | $33K | Buy |
215
+200
| +1,333% | +$30.7K | 0.01% | 919 |
|
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1671 |
|
|
2022
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1512 |
|
|
2022
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1525 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1550 |
|