Wealth Enhancement Advisory Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Buy |
22,393
+16,077
| +255% | +$5.22M | 0.01% | 744 |
|
|
2025
Q1 | $1.69M | Buy |
6,316
+166
| +3% | +$44.4K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $1.46M | Buy |
6,150
+224
| +4% | +$53.3K | ﹤0.01% | 1333 |
|
|
2024
Q3 | $1.55M | Sell |
5,926
-75
| -1% | -$19.6K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $1.34M | Buy |
6,001
+195
| +3% | +$43.6K | ﹤0.01% | 1154 |
|
|
2024
Q1 | $1.11M | Buy |
5,806
+268
| +5% | +$51.2K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $991K | Buy |
5,538
+759
| +16% | +$136K | ﹤0.01% | 1179 |
|
|
2023
Q3 | $774K | Buy |
+4,779
| New | +$774K | ﹤0.01% | 1206 |
|
|
2019
Q4 | – | Sell |
-7,652
| Closed | -$937K | – | 222 |
|
|
2019
Q3 | $937K | Buy |
+7,652
| New | +$937K | 0.04% | 165 |
|
|
2018
Q4 | – | Sell |
-17,096
| Closed | -$1.4M | – | 180 |
|
|
2018
Q3 | $1.4M | Buy |
+17,096
| New | +$1.4M | 0.08% | 89 |
|