EverSource Wealth Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.5K | Buy |
226
+29
| +15% | +$7.51K | ﹤0.01% | 1512 |
|
|
2025
Q1 | $41.6K | Buy |
197
+72
| +58% | +$15.2K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $23.3K | Buy |
125
+40
| +47% | +$7.44K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $17.3K | Buy |
85
+40
| +89% | +$8.15K | ﹤0.01% | 1569 |
|
|
2024
Q2 | $8.56K | Hold |
45
| – | – | ﹤0.01% | 1937 |
|
|
2024
Q1 | $7.46K | Buy |
45
+25
| +125% | +$4.15K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $2.85K | Hold |
20
| – | – | ﹤0.01% | 2071 |
|
|
2023
Q3 | $2.52K | Buy |
20
+2
| +11% | +$252 | ﹤0.01% | 1949 |
|
|
2023
Q2 | $2.53K | Sell |
18
-484
| -96% | -$68.1K | ﹤0.01% | 1960 |
|
|
2023
Q1 | $68.3K | Sell |
502
-7
| -1% | -$952 | 0.01% | 674 |
|
|
2022
Q4 | $61K | Sell |
509
-137
| -21% | -$16.4K | 0.01% | 681 |
|
|
2022
Q3 | $74K | Sell |
646
-364
| -36% | -$41.7K | 0.02% | 521 |
|
|
2022
Q2 | $106K | Buy |
1,010
+402
| +66% | +$42.2K | 0.03% | 359 |
|
|
2022
Q1 | $77K | Buy |
608
+537
| +756% | +$68K | 0.02% | 395 |
|
|
2021
Q4 | $9K | Buy |
+71
| New | +$9K | ﹤0.01% | 999 |
|