Peak Financial 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 | $236K | Buy |
+912
| New | +$236K | 0.12% | 84 |
|
|
2024
Q4 | – | Sell |
-1,024
| Closed | -$209K | – | 78 |
|
|
2024
Q3 | $209K | Buy |
+1,024
| New | +$209K | 0.11% | 72 |
|
|
2024
Q1 | – | Sell |
-1,637
| Closed | -$233K | – | 76 |
|
|
2023
Q4 | $233K | Hold |
1,637
| – | – | 0.16% | 66 |
|
|
2023
Q3 | $212K | Hold |
1,637
| – | – | 0.23% | 50 |
|
|
2023
Q2 | $230K | Hold |
1,637
| – | – | 0.18% | 63 |
|
|
2023
Q1 | $222K | Sell |
1,637
-463
| -22% | -$62.9K | 0.19% | 60 |
|
|
2022
Q4 | $252K | Buy |
+2,100
| New | +$252K | 0.23% | 50 |
|