MGB Wealth Management’s HEICO Corp HEI Stock Holding History

MGB Wealth Management’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$951K	Hold
2025 Q1	$775K	Hold
2024 Q4	$690K	Hold
2024 Q3	$758K	Buy
2024 Q2	$634K	Buy
2024 Q1	$517K	Hold
2023 Q4	$483K	Buy