Valued Wealth Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54K | Hold |
26
| – | – | ﹤0.01% | 225 |
|
|
2025
Q1 | $6.96K | Hold |
26
| – | – | ﹤0.01% | 266 |
|
|
2024
Q4 | $6.19K | Sell |
26
-1
| -4% | -$238 | ﹤0.01% | 281 |
|
|
2024
Q3 | $7.08K | Hold |
27
| – | – | ﹤0.01% | 252 |
|
|
2024
Q2 | $6.06K | Sell |
27
-25
| -48% | -$5.61K | ﹤0.01% | 253 |
|
|
2024
Q1 | $9.95K | Hold |
52
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $8.43K | Buy |
+52
| New | +$8.43K | 0.01% | 138 |
|