Private Wealth Management Group’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 | $10.9K | Buy |
42
+20
| +91% | +$5.18K | ﹤0.01% | 461 |
|
|
2025
Q1 | $4.64K | Buy |
22
+3
| +16% | +$633 | ﹤0.01% | 766 |
|
|
2024
Q4 | $3.54K | Buy |
19
+13
| +217% | +$2.42K | ﹤0.01% | 879 |
|
|
2024
Q3 | $1.22K | Hold |
6
| – | – | ﹤0.01% | 1222 |
|
|
2024
Q2 | $1.07K | Hold |
6
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q1 | $924 | Hold |
6
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q4 | $855 | Buy |
+6
| New | +$855 | ﹤0.01% | 1336 |
|