Private Trust Company’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 | $38.3K | Hold |
148
| – | – | ﹤0.01% | 1328 |
|
|
2025
Q1 | $31.2K | Buy |
148
+20
| +16% | +$4.22K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $23.8K | Buy |
+128
| New | +$23.8K | ﹤0.01% | 1430 |
|
|
2023
Q4 | – | Sell |
-71
| Closed | -$9.18K | – | 2351 |
|
|
2023
Q3 | $9.18K | Hold |
71
| – | – | ﹤0.01% | 1630 |
|
|
2023
Q2 | $9.98K | Hold |
71
| – | – | ﹤0.01% | 1628 |
|
|
2023
Q1 | $9.65K | Sell |
71
-53
| -43% | -$7.2K | ﹤0.01% | 1592 |
|
|
2022
Q4 | $15K | Sell |
124
-61
| -33% | -$7.38K | ﹤0.01% | 1408 |
|
|
2022
Q3 | $21K | Sell |
185
-8
| -4% | -$908 | ﹤0.01% | 1182 |
|
|
2022
Q2 | $20K | Buy |
+193
| New | +$20K | ﹤0.01% | 1232 |
|