Wallace 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 | $256K | Buy |
+1,213
| New | +$256K | 0.19% | 150 |
|
|
2025
Q1 | – | Sell |
-1,009
| Closed | -$206K | – | 190 |
|
|
2024
Q4 | $206K | Buy |
+1,009
| New | +$206K | 0.14% | 171 |
|
|
2023
Q3 | – | Sell |
-1,715
| Closed | -$233K | – | 179 |
|
|
2023
Q2 | $233K | Hold |
1,715
| – | – | 0.18% | 139 |
|
|
2023
Q1 | $233K | Sell |
1,715
-11
| -0.6% | -$1.5K | 0.18% | 139 |
|
|
2022
Q4 | $207K | Buy |
+1,726
| New | +$207K | 0.16% | 144 |
|