Frank Rimerman 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
$271K Sell
826
-3
-0.4% -$984 0.02% 478
2025
Q1
$222K Buy
+829
New +$222K 0.02% 479
2024
Q4
Sell
-771
Closed -$202K 536
2024
Q3
$202K Buy
+771
New +$202K 0.01% 516