PWG
Private Wealth Group’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Hold |
2,333
| – | – | 0.32% | 36 |
|
|
2025
Q1 | $492K | Hold |
2,333
| – | – | 0.29% | 36 |
|
|
2024
Q4 | $434K | Hold |
2,333
| – | – | 0.21% | 50 |
|
|
2024
Q3 | $475K | Hold |
2,333
| – | – | 0.24% | 46 |
|
|
2024
Q2 | $414K | Hold |
2,333
| – | – | 0.22% | 47 |
|
|
2024
Q1 | $359K | Hold |
2,333
| – | – | 0.19% | 52 |
|
|
2023
Q4 | $332K | Hold |
2,333
| – | – | 0.19% | 49 |
|
|
2023
Q3 | $301K | Hold |
2,333
| – | – | 0.2% | 47 |
|
|
2023
Q2 | $328K | Hold |
2,333
| – | – | 0.34% | 42 |
|
|
2023
Q1 | $317K | Hold |
2,333
| – | – | 0.44% | 40 |
|
|
2022
Q4 | $280K | Hold |
2,333
| – | – | 0.4% | 43 |
|
|
2022
Q3 | $267K | Hold |
2,333
| – | – | 0.42% | 35 |
|
|
2022
Q2 | $246K | Hold |
2,333
| – | – | 0.3% | 38 |
|
|
2022
Q1 | $296K | Hold |
2,333
| – | – | 0.22% | 40 |
|
|
2021
Q4 | $300K | Hold |
2,333
| – | – | 0.2% | 36 |
|
|
2021
Q3 | $276K | Hold |
2,333
| – | – | 0.18% | 35 |
|
|
2021
Q2 | $290K | Hold |
2,333
| – | – | 0.19% | 34 |
|
|
2021
Q1 | $265K | Hold |
2,333
| – | – | 0.19% | 34 |
|
|
2020
Q4 | $273K | Hold |
2,333
| – | – | 0.23% | 29 |
|
|
2020
Q3 | $207K | Buy |
+2,333
| New | +$207K | 0.17% | 30 |
|
|
2020
Q1 | – | Sell |
-2,333
| Closed | -$209K | – | 32 |
|
|
2019
Q4 | $209K | Buy |
+2,333
| New | +$209K | 0.22% | 31 |
|