Global Financial Private Client’s HEICO Class A HEI.A Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-88
Closed -$18.6K 801
2025
Q1
$18.6K Buy
88
+4
+5% +$844 0.01% 462
2024
Q4
$15.6K Buy
84
+1
+1% +$186 0.01% 471
2024
Q3
$16.9K Buy
+83
New +$16.9K 0.01% 457