Legacy Capital Wealth Partners’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 | $426K | Buy |
1,646
+4
| +0.2% | +$1.04K | 0.1% | 227 |
|
|
2025
Q1 | $346K | Sell |
1,642
-156
| -9% | -$32.9K | 0.09% | 258 |
|
|
2024
Q4 | $335K | Sell |
1,798
-32
| -2% | -$5.96K | 0.08% | 253 |
|
|
2024
Q3 | $373K | Sell |
1,830
-217
| -11% | -$44.2K | 0.07% | 245 |
|
|
2024
Q2 | $363K | Buy |
+2,047
| New | +$363K | 0.09% | 212 |
|
|
2024
Q1 | – | Sell |
-2,451
| Closed | -$349K | – | 209 |
|
|
2023
Q4 | $349K | Sell |
2,451
-262
| -10% | -$37.3K | 0.1% | 198 |
|
|
2023
Q3 | $351K | Buy |
+2,713
| New | +$351K | 0.1% | 197 |
|
|
2023
Q2 | – | Sell |
-2,678
| Closed | -$364K | – | 123 |
|
|
2023
Q1 | $364K | Buy |
+2,678
| New | +$364K | 0.1% | 176 |
|
|
2021
Q2 | – | Sell |
-2,663
| Closed | -$303K | – | 45 |
|
|
2021
Q1 | $303K | Sell |
2,663
-613
| -19% | -$69.7K | 0.13% | 61 |
|
|
2020
Q4 | $383K | Buy |
+3,276
| New | +$383K | 0.16% | 55 |
|