True Wealth Design’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.1K | Buy |
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|
2025
Q2 | $6.89K | Buy |
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|
2025
Q1 | $3.21K | Buy |
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|
2024
Q4 | $476 | Hold |
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|
2024
Q3 | $523 | Hold |
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|
2024
Q2 | $448 | Hold |
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|
2024
Q1 | $382 | Buy |
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|
2023
Q4 | $179 | Hold |
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|
2023
Q3 | $162 | Hold |
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|
2023
Q2 | $177 | Hold |
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|
2023
Q1 | $172 | Hold |
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|
2022
Q4 | $154 | Buy |
|