Mather Group’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 | – | Sell |
-27
| Closed | -$5.74K | – | 1070 |
|
|
2025
Q1 | $5.74K | Buy |
+27
| New | +$5.74K | ﹤0.01% | 1380 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$197 | – | 1760 |
|
|
2024
Q3 | $197 | Sell |
1
-2,595
| -100% | -$511K | ﹤0.01% | 1657 |
|
|
2024
Q2 | $400K | Buy |
2,596
+2,527
| +3,662% | +$389K | ﹤0.01% | 464 |
|
|
2024
Q1 | $9.83K | Buy |
+69
| New | +$9.83K | ﹤0.01% | 1200 |
|