WhitTier Trust Company’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 | $93.2K | Hold |
360
| – | – | ﹤0.01% | 642 |
|
|
2025
Q1 | $75.9K | Hold |
360
| – | – | ﹤0.01% | 662 |
|
|
2024
Q4 | $67K | Hold |
360
| – | – | ﹤0.01% | 682 |
|
|
2024
Q3 | $73.4K | Buy |
360
+292
| +429% | +$59.5K | ﹤0.01% | 667 |
|
|
2024
Q2 | $12.1K | Hold |
68
| – | – | ﹤0.01% | 968 |
|
|
2024
Q1 | $10.5K | Hold |
68
| – | – | ﹤0.01% | 946 |
|
|
2023
Q4 | $9.69K | Hold |
68
| – | – | ﹤0.01% | 949 |
|
|
2023
Q3 | $8.79K | Hold |
68
| – | – | ﹤0.01% | 928 |
|
|
2023
Q2 | $9.56K | Hold |
68
| – | – | ﹤0.01% | 961 |
|
|
2023
Q1 | $9.24K | Sell |
68
-5
| -7% | -$679 | ﹤0.01% | 962 |
|
|
2022
Q4 | $8.75K | Sell |
73
-757
| -91% | -$90.7K | ﹤0.01% | 957 |
|
|
2022
Q3 | $95K | Buy |
+830
| New | +$95K | ﹤0.01% | 567 |
|