LWAM
Legacy Wealth Asset Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
2,679
+21
| +0.8% | +$5.43K | 0.18% | 171 |
|
|
2025
Q1 | $561K | Sell |
2,658
-30
| -1% | -$6.33K | 0.15% | 220 |
|
|
2024
Q4 | $500K | Sell |
2,688
-43
| -2% | -$8K | 0.14% | 239 |
|
|
2024
Q3 | $557K | Buy |
2,731
+18
| +0.7% | +$3.67K | 0.15% | 221 |
|
|
2024
Q2 | $482K | Buy |
2,713
+48
| +2% | +$8.52K | 0.14% | 236 |
|
|
2024
Q1 | $410K | Buy |
2,665
+474
| +22% | +$73K | 0.11% | 260 |
|
|
2023
Q4 | $312K | Buy |
2,191
+94
| +4% | +$13.4K | 0.1% | 282 |
|
|
2023
Q3 | $271K | Buy |
+2,097
| New | +$271K | 0.1% | 288 |
|