Mount Yale Investment 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 | $1.11M | Sell |
4,308
-157
| -4% | -$40.6K | 0.09% | 196 |
|
|
2025
Q1 | $942K | Sell |
4,465
-135
| -3% | -$28.5K | 0.08% | 206 |
|
|
2024
Q4 | $856K | Sell |
4,600
-496
| -10% | -$92.3K | 0.07% | 236 |
|
|
2024
Q3 | $1.04M | Sell |
5,096
-256
| -5% | -$52.2K | 0.1% | 191 |
|
|
2024
Q2 | $950K | Sell |
5,352
-100
| -2% | -$17.8K | 0.08% | 213 |
|
|
2024
Q1 | $839K | Buy |
5,452
+1,483
| +37% | +$228K | 0.06% | 255 |
|
|
2023
Q4 | $565K | Buy |
+3,969
| New | +$565K | 0.05% | 298 |
|