Pathstone Holdings’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 | $3.61M | Buy |
13,955
+259
| +2% | +$67K | 0.01% | 674 |
|
2025
Q1 | $2.89M | Buy |
13,696
+707
| +5% | +$149K | 0.01% | 787 |
|
2024
Q4 | $2.42M | Buy |
12,989
+194
| +2% | +$36.1K | 0.01% | 871 |
|
2024
Q3 | $2.61M | Buy |
12,795
+148
| +1% | +$30.2K | 0.01% | 840 |
|
2024
Q2 | $2.25M | Buy |
12,647
+1,741
| +16% | +$309K | 0.01% | 871 |
|
2024
Q1 | $1.68M | Buy |
10,906
+4,455
| +69% | +$686K | 0.01% | 985 |
|
2023
Q4 | $919K | Buy |
+6,451
| New | +$919K | ﹤0.01% | 1123 |
|