Principal Securities’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
9,908
+98
| +1% | +$25.4K | 0.05% | 340 |
|
|
2025
Q1 | $1.83M | Hold |
9,810
| – | – | 0.04% | 388 |
|
|
2024
Q4 | $1.83M | Sell |
9,810
-130
| -1% | -$24.2K | 0.04% | 386 |
|
|
2024
Q3 | $2.03M | Buy |
9,940
+53
| +0.5% | +$10.8K | 0.05% | 343 |
|
|
2024
Q2 | $1.76M | Buy |
9,887
+29
| +0.3% | +$5.15K | 0.05% | 329 |
|
|
2024
Q1 | $1.52M | Buy |
9,858
+1,734
| +21% | +$267K | 0.05% | 343 |
|
|
2023
Q4 | $1.16M | Buy |
+8,124
| New | +$1.16M | 0.04% | 369 |
|