Advisornet Financial’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
494
-50
| -9% | -$16.4K | 0.01% | 622 |
|
|
2025
Q1 | $145K | Buy |
544
+92
| +20% | +$24.6K | 0.01% | 620 |
|
|
2024
Q4 | $107K | Sell |
452
-98
| -18% | -$23.3K | 0.01% | 665 |
|
|
2024
Q3 | $144K | Buy |
550
+45
| +9% | +$11.8K | 0.01% | 601 |
|
|
2024
Q2 | $113K | Hold |
505
| – | – | 0.01% | 606 |
|
|
2024
Q1 | $96.5K | Sell |
505
-5
| -1% | -$955 | 0.01% | 645 |
|
|
2023
Q4 | $91.2K | Hold |
510
| – | – | 0.01% | 668 |
|
|
2023
Q3 | $82.6K | Buy |
510
+295
| +137% | +$47.8K | 0.01% | 663 |
|
|
2023
Q2 | $38K | Buy |
215
+209
| +3,483% | +$37K | ﹤0.01% | 892 |
|
|
2023
Q1 | $1.03K | Buy |
6
+2
| +50% | +$342 | ﹤0.01% | 1873 |
|
|
2022
Q4 | $615 | Buy |
+4
| New | +$615 | ﹤0.01% | 1984 |
|