Private Advisory Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
981
| – | – | 0.03% | 171 |
|
|
2025
Q1 | $262K | Hold |
981
| – | – | 0.03% | 170 |
|
|
2024
Q4 | $233K | Hold |
981
| – | – | 0.03% | 193 |
|
|
2024
Q3 | $257K | Buy |
+981
| New | +$257K | 0.03% | 176 |
|
|
2019
Q4 | – | Sell |
-2,862
| Closed | -$357K | – | 122 |
|
|
2019
Q3 | $357K | Buy |
+2,862
| New | +$357K | 0.16% | 91 |
|