ORG Partners’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 | $15.5K | Buy |
+60
| New | +$15.5K | ﹤0.01% | 815 |
|
|
2025
Q1 | – | Hold |
0
| – | -$2 | – | 1395 |
|
|
2024
Q4 | – | Sell |
-43
| Closed | -$8.75K | – | 1297 |
|
|
2024
Q3 | $8.75K | Sell |
43
-2
| -4% | -$407 | ﹤0.01% | 809 |
|
|
2024
Q2 | $7.88K | Buy |
45
+38
| +543% | +$6.66K | ﹤0.01% | 1296 |
|
|
2024
Q1 | $1.07K | Hold |
7
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $996 | Sell |
7
-47
| -87% | -$6.69K | ﹤0.01% | 1003 |
|
|
2023
Q3 | $6.97K | Sell |
54
-8
| -13% | -$1.03K | ﹤0.01% | 890 |
|
|
2023
Q2 | $8.54K | Buy |
+62
| New | +$8.54K | ﹤0.01% | 1001 |
|