Wealth Enhancement Advisory Services’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 | $6.32M | Buy |
24,880
+18,496
| +290% | +$4.7M | 0.01% | 807 |
|
2025
Q1 | $1.35M | Buy |
6,384
+139
| +2% | +$29.3K | ﹤0.01% | 1448 |
|
2024
Q4 | $1.16M | Buy |
6,245
+673
| +12% | +$125K | ﹤0.01% | 1449 |
|
2024
Q3 | $1.14M | Buy |
5,572
+1,424
| +34% | +$290K | ﹤0.01% | 1318 |
|
2024
Q2 | $736K | Buy |
4,148
+360
| +10% | +$63.9K | ﹤0.01% | 1418 |
|
2024
Q1 | $583K | Buy |
3,788
+406
| +12% | +$62.5K | ﹤0.01% | 1488 |
|
2023
Q4 | $482K | Buy |
3,382
+448
| +15% | +$63.8K | ﹤0.01% | 1527 |
|
2023
Q3 | $379K | Buy |
+2,934
| New | +$379K | ﹤0.01% | 1593 |
|