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Williamson Legacy Group’s HEICO HEI Stock Holding History

Williamson Legacy Group’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
Q1 		– Sell
-3,104
Closed -$738K – 121
2024
Q4 		$738K Buy
3,104
+313
+11% +$74.4K 0.49% 69
2024
Q3 		$730K Buy
+2,791
New +$730K 0.49% 72