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Whipplewood Advisors’s HEICO HEI Stock Holding History

Whipplewood Advisors’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.7K Buy
112
+38
+51% +$12.5K 0.02% 367
2025
Q1 		$29.9K Sell
74
-38
-34% -$15.4K 0.02% 382
2024
Q4 		$26.6K Buy
+112
New +$26.6K 0.02% 401