Ritholtz Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
8,675
-367
| -4% | -$95K | 0.05% | 267 |
|
|
2025
Q1 | $1.91M | Buy |
+9,042
| New | +$1.91M | 0.06% | 258 |
|
|
2022
Q4 | – | Sell |
-47,172
| Closed | -$5.41M | – | 648 |
|
|
2022
Q3 | $5.41M | Buy |
47,172
+15
| +0% | +$1.72K | 0.29% | 41 |
|
|
2022
Q2 | $4.97M | Buy |
+47,157
| New | +$4.97M | 0.31% | 32 |
|