Sageworth Trust’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 | $906K | Hold |
3,500
| – | – | 0.05% | 54 |
|
|
2025
Q1 | $738K | Hold |
3,500
| – | – | 0.05% | 51 |
|
|
2024
Q4 | $651K | Hold |
3,500
| – | – | 0.04% | 56 |
|
|
2024
Q3 | $713K | Hold |
3,500
| – | – | 0.04% | 59 |
|
|
2024
Q2 | $621K | Hold |
3,500
| – | – | 0.04% | 60 |
|
|
2024
Q1 | $539K | Hold |
3,500
| – | – | 0.03% | 58 |
|
|
2023
Q4 | $499K | Buy |
+3,500
| New | +$499K | 0.03% | 58 |
|