Farther Finance Advisors’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
442
+14
| +3% | +$3.63K | ﹤0.01% | 1688 |
|
|
2025
Q1 | $91K | Sell |
428
-356
| -45% | -$75.7K | ﹤0.01% | 1594 |
|
|
2024
Q4 | $146K | Buy |
784
+149
| +23% | +$27.7K | 0.01% | 1143 |
|
|
2024
Q3 | $129K | Sell |
635
-19
| -3% | -$3.87K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $115K | Buy |
654
+516
| +374% | +$90.4K | 0.01% | 1075 |
|
|
2024
Q1 | $21K | Buy |
138
+15
| +12% | +$2.28K | ﹤0.01% | 1475 |
|
|
2023
Q4 | $17.5K | Buy |
123
+114
| +1,267% | +$16.2K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $1.14K | Buy |
9
+5
| +125% | +$631 | ﹤0.01% | 2049 |
|
|
2023
Q2 | $562 | Hold |
4
| – | – | ﹤0.01% | 2120 |
|
|
2023
Q1 | $544 | Hold |
4
| – | – | ﹤0.01% | 1984 |
|
|
2022
Q4 | $479 | Buy |
+4
| New | +$479 | ﹤0.01% | 1834 |
|