Exencial 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
Q3 | $271K | Buy |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $508K | Buy |
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