Alpine Peaks Capital’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
41,269
+700
| +2% | +$181K | 9.42% | 1 |
|
|
2025
Q1 | $8.56M | Buy |
40,569
+1,400
| +4% | +$295K | 7.72% | 2 |
|
|
2024
Q4 | $7.29M | Sell |
39,169
-1,562
| -4% | -$291K | 5.98% | 3 |
|
|
2024
Q3 | $8.3M | Buy |
40,731
+2,000
| +5% | +$408K | 4.96% | 10 |
|
|
2024
Q2 | $6.88M | Buy |
38,731
+1,800
| +5% | +$320K | 4.22% | 12 |
|
|
2024
Q1 | $5.69M | Buy |
36,931
+4,901
| +15% | +$754K | 3.28% | 17 |
|
|
2023
Q4 | $4.56M | Buy |
32,030
+5,000
| +18% | +$712K | 2.77% | 19 |
|
|
2023
Q3 | $3.49M | Buy |
27,030
+1,200
| +5% | +$155K | 2.44% | 22 |
|
|
2023
Q2 | $3.63M | Buy |
25,830
+3,000
| +13% | +$422K | 2.55% | 23 |
|
|
2023
Q1 | $3.1M | Hold |
22,830
| – | – | 2.34% | 23 |
|
|
2022
Q4 | $2.74M | Buy |
22,830
+2,680
| +13% | +$321K | 2.21% | 21 |
|
|
2022
Q3 | $2.31M | Buy |
20,150
+1,000
| +5% | +$115K | 2.07% | 22 |
|
|
2022
Q2 | $2.02M | Buy |
19,150
+4,000
| +26% | +$422K | 2.35% | 22 |
|
|
2022
Q1 | $1.92M | Hold |
15,150
| – | – | 1.98% | 23 |
|
|
2021
Q4 | $1.95M | Buy |
+15,150
| New | +$1.95M | 1.91% | 22 |
|