Plante Moran Financial Advisors’s HEICO Class A HEI.A Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-562	Closed	-$116K	–	956
2024 Q3	$116K	Buy	562 +3	+0.5%	+$622	0.01%	256
2024 Q2	$99.2K	Buy	559 +15	+3%	+$2.66K	0.01%	246
2024 Q1	$83.7K	Buy	544 +2	+0.4%	+$308	0.01%	271
2023 Q4	$77.3K	Buy	542 +4	+0.7%	+$570	0.01%	273
2023 Q3	$69.5K	Buy	538 +5	+0.9%	+$646	0.01%	263
2023 Q2	$75K	Buy	533 +17	+3%	+$2.39K	0.01%	258
2023 Q1	$70.1K	Buy	516 +1	+0.2%	+$136	0.01%	257
2022 Q4	$61.7K	Buy	515 +6	+1%	+$719	0.01%	284
2022 Q3	$58K	Buy	509 +6	+1%	+$684	0.01%	284
2022 Q2	$53K	Buy	503 +17	+3%	+$1.79K	0.01%	306
2022 Q1	$62K	Buy	486 +3	+0.6%	+$383	0.01%	301
2021 Q4	$62K	Buy	483 +5	+1%	+$642	0.01%	317
2021 Q3	$57K	Buy	478 +6	+1%	+$715	0.01%	364
2021 Q2	$59K	Buy	472 +5	+1%	+$625	0.01%	332
2021 Q1	$53K	Buy	467 +16	+4%	+$1.82K	0.01%	350
2020 Q4	$53K	Buy	451 +5	+1%	+$588	0.02%	350
2020 Q3	$40K	Buy	446 +7	+2%	+$628	0.01%	356
2020 Q2	$36K	Buy	439 +26	+6%	+$2.13K	0.01%	339
2020 Q1	$26K	Buy	413 +2	+0.5%	+$126	0.01%	347
2019 Q4	$37K	Sell	411 -191	-32%	-$17.2K	0.01%	364
2019 Q3	$59K	Buy	602 +203	+51%	+$19.9K	0.02%	317
2019 Q2	$41K	Buy	399 +32	+9%	+$3.29K	0.01%	373
2019 Q1	$31K	Buy	367 +6	+2%	+$507	0.01%	409
2018 Q4	$23K	Buy	361 +8	+2%	+$510	0.01%	413
2018 Q3	$27K	Buy	353 +11	+3%	+$841	0.01%	396
2018 Q2	$21K	Buy	342 +41	+14%	+$2.52K	0.01%	462
2018 Q1	$17K	Buy	301 +9	+3%	+$508	0.01%	530
2017 Q4	$15K	Buy	292 +12	+4%	+$616	0.01%	537
2017 Q3	$14K	Buy	280 +16	+6%	+$800	0.01%	504
2017 Q2	$10K	Buy	264 +65	+33%	+$2.46K	0.01%	552
2017 Q1	$8K	Buy	199 +15	+8%	+$603	﹤0.01%	612
2016 Q4	$6K	Buy	184 +22	+14%	+$717	﹤0.01%	672
2016 Q3	$5K	Buy	162 +19	+13%	+$586	﹤0.01%	693
2016 Q2	$4K	Buy	143 +73	+104%	+$2.04K	﹤0.01%	671
2016 Q1	$2K	Buy	70 +23	+49%	+$657	﹤0.01%	722
2015 Q4	$1K	Buy	47 +29	+161%	+$617	﹤0.01%	907
2015 Q3	$0	Buy	+18	New	–	﹤0.01%	724