GeoWealth Management’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$50.8K	Buy	+155	New	+$50.8K	﹤0.01%	936
2025 Q1	–	Sell	-125	Closed	-$29.7K	–	1379
2024 Q4	$29.7K	Sell	125 -163	-57%	-$38.8K	﹤0.01%	1292
2024 Q3	$75.3K	Buy	+288	New	+$75.3K	﹤0.01%	958