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Whipplewood Advisors’s HEICO Class A HEI.A Stock Holding History

Whipplewood Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$85.1K Buy
329
+32
+11% +$8.28K 0.05% 256
2025
Q1 		$68.8K Sell
297
-48
-14% -$11.1K 0.04% 263
2024
Q4 		$64.2K Buy
+345
New +$64.2K 0.04% 279