Global Financial Private Client’s HEICO Corp HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-62	Closed	-$16.6K	–	800
2025 Q1	$16.6K	Buy	62 +4	+7%	+$974	0.01%	480
2024 Q4	$13.8K	Buy	58 +1	+2%	+$259	0.01%	486
2024 Q3	$14.9K	Hold	57	–	–	0.01%	474
2024 Q2	$12.7K	Hold	57	–	–	0.01%	424
2024 Q1	$10.7K	Hold	57	–	–	﹤0.01%	453
2023 Q4	$10.2K	Hold	57	–	–	﹤0.01%	457
2023 Q3	$9.18K	Hold	57	–	–	﹤0.01%	451
2023 Q2	$10K	Hold	57	–	–	﹤0.01%	436
2023 Q1	$9.82K	Hold	57	–	–	0.01%	450
2022 Q4	$8.76K	Hold	57	–	–	﹤0.01%	438
2022 Q3	$8.42K	Hold	57	–	–	﹤0.01%	425
2022 Q2	$7.59K	Hold	57	–	–	﹤0.01%	422
2022 Q1	$8.91K	Hold	57	–	–	﹤0.01%	420
2021 Q4	$8.22K	Hold	57	–	–	﹤0.01%	414
2021 Q3	$7.72K	Hold	57	–	–	﹤0.01%	371
2021 Q2	$8.02K	Hold	57	–	–	﹤0.01%	375
2021 Q1	$7.29K	Hold	57	–	–	0.01%	333
2020 Q4	$7.55K	Hold	57	–	–	0.01%	325
2020 Q3	$6.01K	Hold	57	–	–	0.01%	331
2020 Q2	$5.74K	Hold	57	–	–	0.01%	384
2020 Q1	$3.92K	Hold	57	–	–	﹤0.01%	410
2019 Q4	$6.51K	Buy	+57	New	+$7.01K	0.01%	404