PP
PFS Partners’s HEICO Class A HEI.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.09M | Hold |
8,069
| – | – | 1.05% | 18 |
|
2025
Q1 | $1.7M | Buy |
8,069
+4
| +0% | +$844 | 0.9% | 19 |
|
2024
Q4 | $1.5M | Sell |
8,065
-4,910
| -38% | -$914K | 0.8% | 22 |
|
2024
Q3 | $2.64M | Hold |
12,975
| – | – | 1.49% | 17 |
|
2024
Q2 | $2.3M | Hold |
12,975
| – | – | 1.43% | 16 |
|
2024
Q1 | $2M | Hold |
12,975
| – | – | 1.32% | 16 |
|
2023
Q4 | $1.85M | Buy |
+12,975
| New | +$1.85M | 1.26% | 18 |
|