Principia Wealth Advisory’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328 Sell
1
-1
-50% -$328 ﹤0.01% 832
2025
Q1
$507 Buy
2
+1
+100% +$254 ﹤0.01% 562
2024
Q4
$238 Buy
+1
New +$238 ﹤0.01% 708