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Physician Wealth Advisors’s HEICO Class A HEI.A Stock Holding History

Physician Wealth Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$38.3K Buy
148
+52
+54% +$13.5K 0.01% 386
2025
Q1 		$20.3K Buy
+96
New +$20.3K ﹤0.01% 485