Wealth Alliance’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 | $340K | Buy |
1,314
+2
| +0.2% | +$517 | 0.04% | 374 |
|
|
2025
Q1 | $277K | Buy |
1,312
+72
| +6% | +$15.2K | 0.03% | 411 |
|
|
2024
Q4 | $231K | Buy |
1,240
+34
| +3% | +$6.33K | 0.03% | 447 |
|
|
2024
Q3 | $246K | Sell |
1,206
-15
| -1% | -$3.06K | 0.03% | 451 |
|
|
2024
Q2 | $217K | Buy |
+1,221
| New | +$217K | 0.03% | 466 |
|