World Investment Advisors’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
1,663
-18
-1% -$5.9K 0.01% 701
2025
Q1
$449K Buy
1,681
+100
+6% +$26.7K 0.01% 722
2024
Q4
$376K Buy
1,581
+375
+31% +$89.1K 0.01% 739
2024
Q3
$315K Buy
+1,206
New +$315K 0.01% 719