Alpine Peaks Capital’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,852
| Closed | -$1.3M | – | 24 |
|
|
2025
Q1 | $1.3M | Sell |
4,852
-1,150
| -19% | -$307K | 1.17% | 22 |
|
|
2024
Q4 | $1.43M | Sell |
6,002
-2,331
| -28% | -$554K | 1.17% | 22 |
|
|
2024
Q3 | $2.18M | Sell |
8,333
-12,100
| -59% | -$3.16M | 1.3% | 23 |
|
|
2024
Q2 | $4.57M | Sell |
20,433
-2,000
| -9% | -$447K | 2.81% | 18 |
|
|
2024
Q1 | $4.28M | Hold |
22,433
| – | – | 2.47% | 20 |
|
|
2023
Q4 | $4.01M | Hold |
22,433
| – | – | 2.44% | 21 |
|
|
2023
Q3 | $3.63M | Sell |
22,433
-400
| -2% | -$64.8K | 2.53% | 20 |
|
|
2023
Q2 | $4.04M | Sell |
22,833
-2,000
| -8% | -$354K | 2.83% | 20 |
|
|
2023
Q1 | $4.25M | Sell |
24,833
-600
| -2% | -$103K | 3.21% | 15 |
|
|
2022
Q4 | $3.91M | Buy |
25,433
+1,490
| +6% | +$229K | 3.16% | 19 |
|
|
2022
Q3 | $3.45M | Sell |
23,943
-700
| -3% | -$101K | 3.09% | 20 |
|
|
2022
Q2 | $3.23M | Hold |
24,643
| – | – | 3.77% | 15 |
|
|
2022
Q1 | $3.78M | Sell |
24,643
-3,700
| -13% | -$568K | 3.89% | 16 |
|
|
2021
Q4 | $4.09M | Buy |
+28,343
| New | +$4.09M | 4% | 16 |
|