Soltis Investment Advisors’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	$1.48M	Sell	5,709 -250	-4%	-$64.7K	0.12%	151
2025 Q1	$1.26M	Sell	5,959 -611	-9%	-$129K	0.11%	155
2024 Q4	$1.22M	Sell	6,570 -329	-5%	-$61.2K	0.11%	153
2024 Q3	$1.41M	Sell	6,899 -92	-1%	-$18.7K	0.14%	136
2024 Q2	$1.24M	Buy	+6,991	New	+$1.24M	0.13%	140