Heritage Wealth Advisors’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
Q2 | $75.3K | Hold |
291
| – | – | ﹤0.01% | 264 |
|
|
2025
Q1 | $61.4K | Hold |
291
| – | – | ﹤0.01% | 284 |
|
|
2024
Q4 | $54.1K | Hold |
291
| – | – | ﹤0.01% | 300 |
|
|
2024
Q3 | $59.3K | Hold |
291
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $51.7K | Hold |
291
| – | – | ﹤0.01% | 305 |
|
|
2024
Q1 | $44.8K | Hold |
291
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $41.5K | Hold |
291
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $37.6K | Sell |
291
-359
| -55% | -$46.4K | ﹤0.01% | 326 |
|
|
2023
Q2 | $91.4K | Hold |
650
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $88.3K | Sell |
650
-152
| -19% | -$20.7K | ﹤0.01% | 269 |
|
|
2022
Q4 | $96.1K | Buy |
+802
| New | +$96.1K | 0.01% | 266 |
|