PPWP
Premier Path Wealth 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 | $738K | Sell |
2,852
-94
| -3% | -$24.3K | 0.1% | 206 |
|
|
2025
Q1 | $621K | Hold |
2,946
| – | – | 0.1% | 209 |
|
|
2024
Q4 | $548K | Hold |
2,946
| – | – | 0.08% | 223 |
|
|
2024
Q3 | $600K | Sell |
2,946
-250
| -8% | -$50.9K | 0.09% | 209 |
|
|
2024
Q2 | $567K | Buy |
3,196
+81
| +3% | +$14.4K | 0.1% | 204 |
|
|
2024
Q1 | $479K | Sell |
3,115
-122
| -4% | -$18.8K | 0.09% | 215 |
|
|
2023
Q4 | $461K | Buy |
+3,237
| New | +$461K | 0.1% | 200 |
|