JFS Wealth 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 | $6.23K | Sell |
19
-2
| -10% | -$656 | ﹤0.01% | 1009 |
|
|
2025
Q1 | $5.61K | Buy |
21
+2
| +11% | +$534 | ﹤0.01% | 1078 |
|
|
2024
Q4 | $4.52K | Hold |
19
| – | – | ﹤0.01% | 1164 |
|
|
2024
Q3 | $4.97K | Buy |
19
+1
| +6% | +$262 | ﹤0.01% | 1121 |
|
|
2024
Q2 | $4.03K | Hold |
18
| – | – | ﹤0.01% | 1159 |
|
|
2024
Q1 | $3.44K | Hold |
18
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q4 | $3.22K | Buy |
18
+1
| +6% | +$179 | ﹤0.01% | 1231 |
|
|
2023
Q3 | $2.75K | Hold |
17
| – | – | ﹤0.01% | 1234 |
|
|
2023
Q2 | $3.01K | Hold |
17
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q1 | $2.91K | Buy |
17
+1
| +6% | +$171 | ﹤0.01% | 1217 |
|
|
2022
Q4 | $2.46K | Hold |
16
| – | – | ﹤0.01% | 1293 |
|
|
2022
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q2 | $2K | Buy |
16
+3
| +23% | +$375 | ﹤0.01% | 1327 |
|
|
2022
Q1 | $2K | Buy |
13
+8
| +160% | +$1.23K | ﹤0.01% | 1420 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1384 |
|