WA
HEI.A icon

Waverly Advisors’s HEICO Class A HEI.A Stock Holding History

Waverly Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$288K Sell
1,114
-15
-1% -$3.88K ﹤0.01% 980
2025
Q1 		$238K Buy
+1,129
New +$238K ﹤0.01% 1004