Wealthfront Advisers’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $901K | Buy |
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|
2025
Q2 | $890K | Buy |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.4M | Buy |
|
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $1.65M | Buy |
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