HWA
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HHM Wealth Advisors’s HEICO HEI Stock Holding History

HHM Wealth Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$714 – 976
2024
Q4 		$714 Buy
+3
New +$714 ﹤0.01% 889