RKL Wealth Management’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 | $462K | Hold |
1,786
| – | – | 0.04% | 133 |
|
|
2025
Q1 | $377K | Buy |
1,786
+1
| +0.1% | +$211 | 0.04% | 138 |
|
|
2024
Q4 | $332K | Hold |
1,785
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $364K | Buy |
1,785
+1
| +0.1% | +$204 | 0.03% | 120 |
|
|
2024
Q2 | $317K | Hold |
1,784
| – | – | 0.03% | 116 |
|
|
2024
Q1 | $275K | Buy |
1,784
+2
| +0.1% | +$308 | 0.03% | 126 |
|
|
2023
Q4 | $254K | Hold |
1,782
| – | – | 0.03% | 134 |
|
|
2023
Q3 | $230K | Buy |
1,782
+1
| +0.1% | +$129 | 0.03% | 120 |
|
|
2023
Q2 | $250K | Hold |
1,781
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $242K | Buy |
1,781
+2
| +0.1% | +$272 | 0.03% | 124 |
|
|
2022
Q4 | $213K | Sell |
1,779
-1
| -0.1% | -$120 | 0.03% | 126 |
|
|
2022
Q3 | $204K | Buy |
+1,780
| New | +$204K | 0.03% | 128 |
|
|
2022
Q2 | – | Sell |
-1,778
| Closed | -$226K | – | 143 |
|
|
2022
Q1 | $226K | Buy |
1,778
+1
| +0.1% | +$127 | 0.03% | 131 |
|
|
2021
Q4 | $228K | Buy |
1,777
+1
| +0.1% | +$128 | 0.03% | 120 |
|
|
2021
Q3 | $210K | Hold |
1,776
| – | – | 0.03% | 122 |
|
|
2021
Q2 | $221K | Hold |
1,776
| – | – | 0.03% | 124 |
|
|
2021
Q1 | $202K | Buy |
1,776
+2
| +0.1% | +$227 | 0.03% | 129 |
|
|
2020
Q4 | $208K | Buy |
+1,774
| New | +$208K | 0.03% | 123 |
|