Fortis Group Advisors’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Hold
889
0.05% 188
2025
Q1
$237K Buy
889
+1
+0.1% +$267 0.05% 179
2024
Q4
$211K Sell
888
-1
-0.1% -$238 0.04% 187
2024
Q3
$233K Buy
+889
New +$233K 0.04% 171