HighMark Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
904
| – | – | 0.15% | 59 |
|
|
2025
Q1 | $242K | Hold |
904
| – | – | 0.14% | 50 |
|
|
2024
Q4 | $215K | Hold |
904
| – | – | 0.12% | 51 |
|
|
2024
Q3 | $236K | Hold |
904
| – | – | 0.13% | 56 |
|
|
2024
Q2 | $202K | Hold |
904
| – | – | 0.12% | 62 |
|
|
2024
Q1 | $173K | Hold |
904
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $162K | Hold |
904
| – | – | 0.12% | 67 |
|
|
2023
Q3 | $146K | Hold |
904
| – | – | 0.12% | 61 |
|
|
2023
Q2 | $160K | Sell |
904
-182
| -17% | -$32.2K | 0.12% | 60 |
|
|
2023
Q1 | $186K | Buy |
+1,086
| New | +$186K | 0.14% | 51 |
|