Valued Wealth Advisors’s HEICO Corp HEI Stock Holding History

Valued Wealth Advisors’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.41K	Hold
2025 Q2	$8.54K	Hold
2025 Q1	$6.96K	Hold
2024 Q4	$6.19K	Sell
2024 Q3	$7.08K	Hold
2024 Q2	$6.06K	Sell
2024 Q1	$9.95K	Hold
2023 Q4	$8.43K	Buy