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Principia Wealth Advisory’s HEICO Class A HEI.A Stock Holding History

Principia Wealth Advisory’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
2025
Q2 		$518 Buy
2
+1
+100% +$259 ﹤0.01% 722
2025
Q1 		$203 Hold
1
– – ﹤0.01% 767
2024
Q4 		$186 Buy
+1
New +$186 ﹤0.01% 740