Wealthfront Advisers’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
2,714
+299
| +12% | +$98.1K | ﹤0.01% | 701 |
|
|
2025
Q1 | $645K | Sell |
2,415
-2,736
| -53% | -$731K | ﹤0.01% | 741 |
|
|
2024
Q4 | $1.22M | Sell |
5,151
-200
| -4% | -$47.5K | ﹤0.01% | 624 |
|
|
2024
Q3 | $1.4M | Buy |
5,351
+2,956
| +123% | +$773K | ﹤0.01% | 581 |
|
|
2024
Q2 | $536K | Buy |
2,395
+257
| +12% | +$57.5K | ﹤0.01% | 731 |
|
|
2024
Q1 | $408K | Sell |
2,138
-139
| -6% | -$26.5K | ﹤0.01% | 761 |
|
|
2023
Q4 | $407K | Buy |
2,277
+42
| +2% | +$7.51K | ﹤0.01% | 750 |
|
|
2023
Q3 | $362K | Sell |
2,235
-38
| -2% | -$6.15K | ﹤0.01% | 745 |
|
|
2023
Q2 | $402K | Sell |
2,273
-158
| -6% | -$28K | ﹤0.01% | 723 |
|
|
2023
Q1 | $416K | Sell |
2,431
-199
| -8% | -$34K | ﹤0.01% | 701 |
|
|
2022
Q4 | $404K | Sell |
2,630
-8,861
| -77% | -$1.36M | ﹤0.01% | 673 |
|
|
2022
Q3 | $1.65M | Buy |
+11,491
| New | +$1.65M | 0.01% | 402 |
|