AI
AdvisorShares Investments’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Buy |
29,861
+702
| +2% | +$230K | 1.77% | 6 |
|
|
2025
Q1 | $7.88M | Sell |
29,159
-270
| -0.9% | -$73K | 1.54% | 11 |
|
|
2024
Q4 | $7M | Sell |
29,429
-3,692
| -11% | -$878K | 1.35% | 23 |
|
|
2024
Q3 | $8.66M | Buy |
33,121
+528
| +2% | +$138K | 1.66% | 7 |
|
|
2024
Q2 | $7.19M | Buy |
32,593
+2,244
| +7% | +$495K | 1.25% | 10 |
|
|
2024
Q1 | $5.8M | Buy |
30,349
+11,220
| +59% | +$2.14M | 0.98% | 17 |
|
|
2023
Q4 | $3.42M | Buy |
19,129
+1,982
| +12% | +$355K | 0.8% | 25 |
|
|
2023
Q3 | $2.78M | Buy |
17,147
+992
| +6% | +$161K | 0.74% | 20 |
|
|
2023
Q2 | $2.86M | Buy |
16,155
+3,968
| +33% | +$702K | 0.82% | 18 |
|
|
2023
Q1 | $2.08M | Buy |
12,187
+3,720
| +44% | +$636K | 0.65% | 15 |
|
|
2022
Q4 | $1.3M | Sell |
8,467
-7,802
| -48% | -$1.2M | 0.37% | 25 |
|
|
2022
Q3 | $2.34M | Buy |
16,269
+6,580
| +68% | +$947K | 0.63% | 14 |
|
|
2022
Q2 | $1.27M | Sell |
9,689
-146
| -1% | -$19.1K | 0.35% | 26 |
|
|
2022
Q1 | $1.51M | Buy |
9,835
+832
| +9% | +$128K | 0.25% | 26 |
|
|
2021
Q4 | $1.3M | Buy |
9,003
+947
| +12% | +$137K | 0.16% | 76 |
|
|
2021
Q3 | $1.06M | Sell |
8,056
-14,454
| -64% | -$1.91M | 0.17% | 81 |
|
|
2021
Q2 | $3.14M | Buy |
22,510
+14,909
| +196% | +$2.08M | 0.43% | 19 |
|
|
2021
Q1 | $956K | Sell |
7,601
-13,251
| -64% | -$1.67M | 0.12% | 95 |
|
|
2020
Q4 | $2.76M | Buy |
+20,852
| New | +$2.76M | 0.64% | 18 |
|