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MinichMacGregor Wealth Management, LLC → HEI-A
MinichMacGregor Wealth Management, LLC HEI-A Position History
HEICO Corporation
Quarters held
5
Latest value
$7.1M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.5M |
| Q4 2025 | $10.3M |
| Q1 2026 | $10M |
| Q2 2026 | $8.1M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 23.6K | — | — |
| Q2 2026 | $8.1M | 22.9K | — | — |
| Q1 2026 | $10M | 36.6K | — | — |
| Q4 2025 | $10.3M | 32.0K | — | — |
| Q3 2025 | $8.5M | 26.4K | — | — |