Farther Finance 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 | $244K | Buy |
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|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $164K | Buy |
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|
2024
Q4 | $46.6K | Buy |
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|
2024
Q3 | $48.6K | Buy |
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|
2024
Q2 | $40.6K | Buy |
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|
2024
Q1 | $32.2K | Buy |
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|
2023
Q4 | $17K | Buy |
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|
2023
Q3 | $810 | Hold |
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|
2023
Q2 | $885 | Hold |
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|
2023
Q1 | $855 | Sell |
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|
2022
Q4 | $11.2K | Buy |
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