Waverly 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 | $1.35M | Buy |
4,105
+52
| +1% | +$17.1K | 0.01% | 558 |
|
|
2025
Q1 | $1.08M | Buy |
+4,053
| New | +$1.08M | 0.01% | 588 |
|
|
2024
Q4 | – | Sell |
-821
| Closed | -$215K | – | 998 |
|
|
2024
Q3 | $215K | Sell |
821
-200
| -20% | -$52.3K | ﹤0.01% | 764 |
|
|
2024
Q2 | $228K | Buy |
+1,021
| New | +$228K | ﹤0.01% | 733 |
|