FWA
FSM Wealth Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
1,610
-8
| -0.5% | -$2.03K | 0.07% | 182 |
|
|
2025
Q1 | $341K | Buy |
1,618
+131
| +9% | +$27.6K | 0.08% | 144 |
|
|
2024
Q4 | $278K | Buy |
1,487
+98
| +7% | +$18.3K | 0.07% | 140 |
|
|
2024
Q3 | $283K | Buy |
1,389
+62
| +5% | +$12.6K | 0.08% | 136 |
|
|
2024
Q2 | $236K | Sell |
1,327
-28
| -2% | -$4.97K | 0.08% | 138 |
|
|
2024
Q1 | $209K | Buy |
+1,355
| New | +$209K | 0.07% | 158 |
|