True Wealth Design’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89K | Buy |
21
+9
| +75% | +$2.95K | ﹤0.01% | 698 |
|
|
2025
Q1 | $3.21K | Buy |
12
+10
| +500% | +$2.67K | ﹤0.01% | 829 |
|
|
2024
Q4 | $476 | Hold |
2
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q3 | $523 | Hold |
2
| – | – | ﹤0.01% | 1092 |
|
|
2024
Q2 | $448 | Hold |
2
| – | – | ﹤0.01% | 671 |
|
|
2024
Q1 | $382 | Buy |
2
+1
| +100% | +$191 | ﹤0.01% | 673 |
|
|
2023
Q4 | $179 | Hold |
1
| – | – | ﹤0.01% | 692 |
|
|
2023
Q3 | $162 | Hold |
1
| – | – | ﹤0.01% | 671 |
|
|
2023
Q2 | $177 | Hold |
1
| – | – | ﹤0.01% | 669 |
|
|
2023
Q1 | $172 | Hold |
1
| – | – | ﹤0.01% | 749 |
|
|
2022
Q4 | $154 | Buy |
+1
| New | +$154 | ﹤0.01% | 697 |
|