NW
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NewEdge Wealth’s HEICO HEI Stock Holding History

NewEdge Wealth’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$265K Sell
837
-23
-3% -$7.29K ﹤0.01% 865
2025
Q1 		$230K Buy
860
+1
+0.1% +$267 ﹤0.01% 853
2024
Q4 		$204K Sell
859
-69
-7% -$16.4K ﹤0.01% 881
2024
Q3 		$243K Buy
+928
New +$243K ﹤0.01% 783