Advisory Services Network’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
1,684
-43
| -2% | -$14.1K | 0.01% | 1112 |
|
|
2025
Q1 | $461K | Sell |
1,727
-175
| -9% | -$46.8K | 0.01% | 1097 |
|
|
2024
Q4 | $452K | Buy |
1,902
+37
| +2% | +$8.8K | 0.01% | 1094 |
|
|
2024
Q3 | $417K | Hold |
1,865
| – | – | 0.01% | 1064 |
|
|
2024
Q2 | $417K | Buy |
1,865
+18
| +1% | +$4.03K | 0.01% | 1064 |
|
|
2024
Q1 | $353K | Buy |
1,847
+5
| +0.3% | +$955 | 0.01% | 1080 |
|
|
2023
Q4 | $329K | Sell |
1,842
-122
| -6% | -$21.8K | 0.01% | 1054 |
|
|
2023
Q3 | $318K | Buy |
1,964
+16
| +0.8% | +$2.59K | 0.01% | 1116 |
|
|
2023
Q2 | $345K | Sell |
1,948
-115
| -6% | -$20.3K | 0.01% | 1074 |
|
|
2023
Q1 | $353K | Sell |
2,063
-185
| -8% | -$31.6K | 0.01% | 1066 |
|
|
2022
Q4 | $345K | Sell |
2,248
-57
| -2% | -$8.76K | 0.01% | 1022 |
|
|
2022
Q3 | $332K | Buy |
2,305
+10
| +0.4% | +$1.44K | 0.01% | 977 |
|
|
2022
Q2 | $301K | Sell |
2,295
-25
| -1% | -$3.28K | 0.01% | 1068 |
|
|
2022
Q1 | $355K | Sell |
2,320
-243
| -9% | -$37.2K | 0.01% | 1060 |
|
|
2021
Q4 | $370K | Sell |
2,563
-100
| -4% | -$14.4K | 0.01% | 1010 |
|
|
2021
Q3 | $351K | Buy |
2,663
+1,670
| +168% | +$220K | 0.01% | 1021 |
|
|
2021
Q2 | $139K | Buy |
+993
| New | +$139K | ﹤0.01% | 1441 |
|
|
2021
Q1 | – | Sell |
-1,337
| Closed | -$177K | – | 2102 |
|
|
2020
Q4 | $177K | Sell |
1,337
-1,608
| -55% | -$213K | 0.01% | 1103 |
|
|
2020
Q3 | $308K | Sell |
2,945
-835
| -22% | -$87.3K | 0.01% | 816 |
|
|
2020
Q2 | $376K | Sell |
3,780
-12,582
| -77% | -$1.25M | 0.02% | 708 |
|
|
2020
Q1 | $1.22M | Buy |
16,362
+726
| +5% | +$54.1K | 0.08% | 298 |
|
|
2019
Q4 | $1.79M | Buy |
15,636
+1,927
| +14% | +$220K | 0.09% | 269 |
|
|
2019
Q3 | $1.83M | Hold |
13,709
| – | – | 0.11% | 230 |
|
|
2019
Q2 | $1.83M | Buy |
13,709
+490
| +4% | +$65.6K | 0.11% | 230 |
|
|
2019
Q1 | $1.25M | Buy |
13,219
+3,110
| +31% | +$295K | 0.09% | 300 |
|
|
2018
Q4 | $783K | Buy |
10,109
+415
| +4% | +$32.1K | 0.07% | 360 |
|
|
2018
Q3 | $898K | Buy |
9,694
+8,090
| +504% | +$749K | 0.07% | 369 |
|
|
2018
Q2 | $124K | Sell |
1,604
-160
| -9% | -$12.4K | 0.01% | 865 |
|
|
2018
Q1 | $122K | Sell |
1,764
-131
| -7% | -$9.06K | 0.01% | 953 |
|
|
2017
Q4 | $92K | Hold |
1,895
| – | – | 0.01% | 1013 |
|
|
2017
Q3 | $87K | Buy |
1,895
+684
| +56% | +$31.4K | 0.01% | 909 |
|
|
2017
Q2 | $45K | Buy |
+1,211
| New | +$45K | 0.01% | 1075 |
|