San Luis Wealth Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
1,859
+61
| +3% | +$20K | 0.13% | 93 |
|
|
2025
Q1 | $480K | Hold |
1,798
| – | – | 0.11% | 92 |
|
|
2024
Q4 | $427K | Hold |
1,798
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $470K | Sell |
1,798
-8
| -0.4% | -$2.09K | 0.1% | 98 |
|
|
2024
Q2 | $404K | Buy |
+1,806
| New | +$404K | 0.1% | 80 |
|
|
2023
Q3 | – | Sell |
-1,843
| Closed | -$326K | – | 100 |
|
|
2023
Q2 | $326K | Buy |
+1,843
| New | +$326K | 0.12% | 139 |
|