TrueWealth 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 | $3.94M | Hold |
15,232
| – | – | 1.17% | 18 |
|
|
2025
Q1 | $3.21M | Buy |
15,232
+9
| +0.1% | +$1.9K | 1.06% | 19 |
|
|
2024
Q4 | $2.83M | Hold |
15,223
| – | – | 0.95% | 22 |
|
|
2024
Q3 | $3.1M | Buy |
15,223
+9
| +0.1% | +$1.83K | 1.04% | 21 |
|
|
2024
Q2 | $2.7M | Hold |
15,214
| – | – | 1% | 19 |
|
|
2024
Q1 | $2.34M | Buy |
15,214
+11
| +0.1% | +$1.69K | 0.9% | 24 |
|
|
2023
Q4 | $2.17M | Hold |
15,203
| – | – | 0.84% | 26 |
|
|
2023
Q3 | $1.96M | Buy |
15,203
+11
| +0.1% | +$1.42K | 0.83% | 27 |
|
|
2023
Q2 | $2.14M | Hold |
15,192
| – | – | 0.88% | 25 |
|
|
2023
Q1 | $2.06M | Hold |
15,192
| – | – | 0.87% | 26 |
|
|
2022
Q4 | $1.82M | Hold |
15,192
| – | – | 0.8% | 26 |
|
|
2022
Q3 | $1.74M | Hold |
15,192
| – | – | 0.82% | 25 |
|
|
2022
Q2 | $1.6M | Hold |
15,192
| – | – | 0.74% | 35 |
|
|
2022
Q1 | $1.95M | Hold |
15,192
| – | – | 0.88% | 27 |
|
|
2021
Q4 | $1.95M | Buy |
+15,192
| New | +$1.95M | 0.88% | 27 |
|