MWM
MinichMacGregor Wealth Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Sell |
25,191
-13,284
| -35% | -$4.36M | 1.77% | 28 |
|
|
2025
Q1 | $10.3M | Buy |
38,475
+3,711
| +11% | +$992K | 2.3% | 14 |
|
|
2024
Q4 | $8.26M | Buy |
34,764
+1,746
| +5% | +$415K | 1.72% | 26 |
|
|
2024
Q3 | $8.63M | Sell |
33,018
-1,489
| -4% | -$389K | 1.85% | 22 |
|
|
2024
Q2 | $7.72M | Sell |
34,507
-1,001
| -3% | -$224K | 1.88% | 28 |
|
|
2024
Q1 | $6.68M | Buy |
+35,508
| New | +$6.68M | 1.71% | 30 |
|