Lido Advisors’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 | $207K | Buy |
+800
| New | +$207K | ﹤0.01% | 1355 |
|
|
2023
Q4 | – | Sell |
-2,274
| Closed | -$294K | – | 1192 |
|
|
2023
Q3 | $294K | Buy |
2,274
+180
| +9% | +$23.3K | ﹤0.01% | 826 |
|
|
2023
Q2 | $294K | Buy |
2,094
+451
| +27% | +$63.4K | ﹤0.01% | 846 |
|
|
2023
Q1 | $223K | Buy |
+1,643
| New | +$223K | ﹤0.01% | 878 |
|