Icon Wealth Advisors’s HEICO Corp HEI Stock Holding History

Icon Wealth Advisors’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Sell
2025 Q1	$242K	Sell
2024 Q4	$452K	Sell
2024 Q3	$533K	Sell
2024 Q2	$793K	Sell
2024 Q1	$898K	Sell
2023 Q4	$943K	Buy
2022 Q4	$1.18M	Sell
2022 Q3	$1.17M	Buy