GeoWealth Management’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
Q1 | – | Sell |
-648
| Closed | -$121K | – | 1380 |
|
|
2024
Q4 | $121K | Sell |
648
-194
| -23% | -$36.1K | ﹤0.01% | 915 |
|
|
2024
Q3 | $172K | Buy |
842
+40
| +5% | +$8.15K | 0.01% | 758 |
|
|
2024
Q2 | $142K | Buy |
802
+382
| +91% | +$67.8K | 0.01% | 744 |
|
|
2024
Q1 | $64.7K | Sell |
420
-505
| -55% | -$77.7K | ﹤0.01% | 797 |
|
|
2023
Q4 | $132K | Buy |
+925
| New | +$132K | 0.01% | 553 |
|