VisionPoint Advisory Group’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 | $271K | Buy |
+1,048
| New | +$271K | 0.06% | 285 |
|
|
2025
Q1 | – | Sell |
-845
| Closed | -$157K | – | 250 |
|
|
2024
Q4 | $157K | Sell |
845
-6
| -0.7% | -$1.12K | 0.05% | 203 |
|
|
2024
Q3 | $173K | Buy |
851
+204
| +32% | +$41.6K | 0.06% | 184 |
|
|
2024
Q2 | $115K | Buy |
647
+170
| +36% | +$30.2K | 0.04% | 205 |
|
|
2024
Q1 | $73.4K | Buy |
477
+179
| +60% | +$27.6K | 0.03% | 235 |
|
|
2023
Q4 | $42.4K | Buy |
+298
| New | +$42.4K | 0.02% | 262 |
|