Integrated Wealth Concepts’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 | $1.73M | Sell |
6,689
-10
| -0.1% | -$2.59K | 0.02% | 668 |
|
|
2025
Q1 | $1.41M | Buy |
6,699
+98
| +1% | +$20.7K | 0.02% | 679 |
|
|
2024
Q4 | $1.23M | Buy |
6,601
+150
| +2% | +$27.9K | 0.01% | 736 |
|
|
2024
Q3 | $1.31M | Sell |
6,451
-172
| -3% | -$35K | 0.02% | 698 |
|
|
2024
Q2 | $1.18M | Sell |
6,623
-135
| -2% | -$24K | 0.02% | 689 |
|
|
2024
Q1 | $1.04M | Buy |
6,758
+43
| +0.6% | +$6.62K | 0.02% | 736 |
|
|
2023
Q4 | $956K | Sell |
6,715
-506
| -7% | -$72.1K | 0.02% | 738 |
|
|
2023
Q3 | $933K | Hold |
7,221
| – | – | 0.02% | 718 |
|
|
2023
Q2 | $1.02M | Buy |
+7,221
| New | +$1.02M | 0.02% | 676 |
|