Net Worth Advisory 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
$451K Buy
1,745
+60
+4% +$15.5K 0.1% 206
2025
Q1
$355K Buy
1,685
+1
+0.1% +$211 0.11% 212
2024
Q4
$313K Buy
1,684
+4
+0.2% +$744 0.1% 242
2024
Q3
$342K Buy
+1,680
New +$342K 0.1% 232