Spire 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 | $84.2K | Hold |
325
| – | – | ﹤0.01% | 1036 |
|
|
2025
Q1 | $68.6K | Sell |
325
-8
| -2% | -$1.69K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $62K | Hold |
333
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q3 | $67.9K | Buy |
333
+262
| +369% | +$53.4K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $12.6K | Sell |
71
-296
| -81% | -$52.5K | ﹤0.01% | 1574 |
|
|
2024
Q1 | $56.5K | Buy |
367
+290
| +377% | +$44.6K | ﹤0.01% | 1176 |
|
|
2023
Q4 | $10.7K | Hold |
77
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q3 | $9.95K | Hold |
77
| – | – | ﹤0.01% | 1730 |
|
|
2023
Q2 | $10.8K | Sell |
77
-375
| -83% | -$52.5K | ﹤0.01% | 1787 |
|
|
2023
Q1 | $61.4K | Hold |
452
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q4 | $54K | Sell |
452
-39
| -8% | -$4.66K | ﹤0.01% | 960 |
|
|
2022
Q3 | $56K | Hold |
491
| – | – | ﹤0.01% | 912 |
|
|
2022
Q2 | $52K | Hold |
491
| – | – | ﹤0.01% | 1274 |
|
|
2022
Q1 | $62K | Sell |
491
-520
| -51% | -$65.7K | ﹤0.01% | 1362 |
|
|
2021
Q4 | $130K | Buy |
1,011
+474
| +88% | +$61K | ﹤0.01% | 1295 |
|
|
2021
Q3 | $64K | Hold |
537
| – | – | ﹤0.01% | 1373 |
|
|
2021
Q2 | $67K | Sell |
537
-500
| -48% | -$62.4K | ﹤0.01% | 1360 |
|
|
2021
Q1 | $118K | Buy |
+1,037
| New | +$118K | ﹤0.01% | 1325 |
|