Wealthcare Advisory Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
945
+16
| +2% | +$5.25K | 0.01% | 781 |
|
|
2025
Q1 | $248K | Buy |
929
+7
| +0.8% | +$1.87K | 0.01% | 811 |
|
|
2024
Q4 | $219K | Sell |
922
-60
| -6% | -$14.3K | 0.01% | 823 |
|
|
2024
Q3 | $257K | Sell |
982
-435
| -31% | -$114K | 0.01% | 757 |
|
|
2024
Q2 | $317K | Sell |
1,417
-51
| -3% | -$11.4K | 0.01% | 655 |
|
|
2024
Q1 | $280K | Sell |
1,468
-34
| -2% | -$6.49K | 0.01% | 691 |
|
|
2023
Q4 | $269K | Hold |
1,502
| – | – | 0.01% | 635 |
|
|
2023
Q3 | $243K | Hold |
1,502
| – | – | 0.01% | 603 |
|
|
2023
Q2 | $266K | Hold |
1,502
| – | – | 0.01% | 599 |
|
|
2023
Q1 | $257K | Buy |
1,502
+37
| +3% | +$6.33K | 0.01% | 631 |
|
|
2022
Q4 | $225K | Hold |
1,465
| – | – | 0.01% | 619 |
|
|
2022
Q3 | $211K | Buy |
+1,465
| New | +$211K | 0.01% | 560 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$6K | – | 1108 |
|
|
2021
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 1595 |
|
|
2018
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1150 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 992 |
|