PWG
Portside Wealth Group’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,906
-32
| -0.8% | -$8.28K | 0.15% | 146 |
|
|
2025
Q1 | $831K | Buy |
3,938
+281
| +8% | +$59.3K | 0.14% | 170 |
|
|
2024
Q4 | $680K | Buy |
3,657
+266
| +8% | +$49.5K | 0.11% | 187 |
|
|
2024
Q3 | $691K | Buy |
3,391
+338
| +11% | +$68.9K | 0.12% | 183 |
|
|
2024
Q2 | $542K | Sell |
3,053
-96
| -3% | -$17K | 0.1% | 197 |
|
|
2024
Q1 | $485K | Buy |
3,149
+532
| +20% | +$81.9K | 0.09% | 219 |
|
|
2023
Q4 | $373K | Buy |
2,617
+193
| +8% | +$27.5K | 0.07% | 239 |
|
|
2023
Q3 | $315K | Buy |
2,424
+262
| +12% | +$34K | 0.06% | 245 |
|
|
2023
Q2 | $304K | Buy |
+2,162
| New | +$304K | 0.06% | 251 |
|