Wealthspire Advisors (New York)’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
$43.3K Buy
2021
Q3
Sell
2021
Q2
$218K Sell
2021
Q1
$212K Hold
2020
Q4
$223K Buy