Larson Financial Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.6K | Buy |
133
+90
| +209% | +$29.5K | ﹤0.01% | 1115 |
|
|
2025
Q1 | $11.5K | Buy |
43
+38
| +760% | +$10.2K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $1.19K | Buy |
+5
| New | +$1.19K | ﹤0.01% | 1981 |
|
|
2023
Q4 | – | Sell |
-21
| Closed | -$3.4K | – | 1848 |
|
|
2023
Q3 | $3.4K | Buy |
+21
| New | +$3.4K | ﹤0.01% | 1257 |
|