J.W. Cole Advisors’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Buy	1,221 +359	+42%	+$118K	0.01%	1009
2025 Q1	$230K	Buy	+862	New	+$230K	0.01%	1085
2024 Q3	–	Sell	-973	Closed	-$218K	–	948
2024 Q2	$218K	Buy	+973	New	+$218K	0.01%	825