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Total Wealth Planning & Management’s HEICO HEI Stock Holding History

Total Wealth Planning & Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$826K Sell
2,518
-317
-11% -$104K 0.67% 37
2025
Q1 		$757K Buy
2,835
+154
+6% +$41.1K 0.72% 34
2024
Q4 		$637K Buy
+2,681
New +$637K 0.58% 45