EverSource Wealth Advisors’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Buy |
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|
2025
Q1 | $87.8K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $14.4K | Buy |
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|
2024
Q2 | $12.1K | Buy |
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|
2024
Q1 | $9.75K | Buy |
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|
2023
Q4 | $6.8K | Buy |
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|
2023
Q3 | $2.92K | Buy |
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|
2023
Q2 | $2.65K | Sell |
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|
2023
Q1 | $36.8K | Hold |
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|
2022
Q4 | $33K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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