Wealthfront Advisers’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 | $701K | Buy |
2,709
+340
| +14% | +$88K | ﹤0.01% | 748 |
|
|
2025
Q1 | $500K | Sell |
2,369
-2,137
| -47% | -$451K | ﹤0.01% | 782 |
|
|
2024
Q4 | $838K | Sell |
4,506
-285
| -6% | -$53K | ﹤0.01% | 697 |
|
|
2024
Q3 | $976K | Buy |
4,791
+3,122
| +187% | +$636K | ﹤0.01% | 649 |
|
|
2024
Q2 | $296K | Buy |
+1,669
| New | +$296K | ﹤0.01% | 813 |
|