Anchor Investment Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
972
-145
| -13% | -$47.6K | 0.03% | 307 |
|
|
2025
Q1 | $298K | Hold |
1,117
| – | – | 0.03% | 306 |
|
|
2024
Q4 | $266K | Hold |
1,117
| – | – | 0.02% | 322 |
|
|
2024
Q3 | $292K | Hold |
1,117
| – | – | 0.03% | 314 |
|
|
2024
Q2 | $250K | Hold |
1,117
| – | – | 0.03% | 314 |
|
|
2024
Q1 | $213K | Sell |
1,117
-20
| -2% | -$3.82K | 0.02% | 351 |
|
|
2023
Q4 | $203K | Sell |
1,137
-62
| -5% | -$11.1K | 0.02% | 351 |
|
|
2023
Q3 | $194K | Sell |
1,199
-20
| -2% | -$3.24K | 0.03% | 342 |
|
|
2023
Q2 | $216K | Sell |
1,219
-468
| -28% | -$82.8K | 0.03% | 326 |
|
|
2023
Q1 | $289K | Sell |
1,687
-40
| -2% | -$6.84K | 0.04% | 289 |
|
|
2022
Q4 | $265K | Sell |
1,727
-325
| -16% | -$49.9K | 0.04% | 299 |
|
|
2022
Q3 | $295K | Sell |
2,052
-126
| -6% | -$18.1K | 0.05% | 274 |
|
|
2022
Q2 | $286K | Buy |
2,178
+200
| +10% | +$26.2K | 0.04% | 296 |
|
|
2022
Q1 | $304K | Hold |
1,978
| – | – | 0.04% | 315 |
|
|
2021
Q4 | $285K | Hold |
1,978
| – | – | 0.04% | 331 |
|
|
2021
Q3 | $261K | Buy |
1,978
+200
| +11% | +$26.4K | 0.04% | 317 |
|
|
2021
Q2 | $248K | Sell |
1,778
-181
| -9% | -$25.2K | 0.03% | 329 |
|
|
2021
Q1 | $246K | Sell |
1,959
-107
| -5% | -$13.5K | 0.04% | 310 |
|
|
2020
Q4 | $274K | Sell |
2,066
-62
| -3% | -$8.21K | 0.05% | 248 |
|
|
2020
Q3 | $223K | Sell |
2,128
-133
| -6% | -$13.9K | 0.05% | 263 |
|
|
2020
Q2 | $225K | Sell |
2,261
-1,186
| -34% | -$118K | 0.05% | 246 |
|
|
2020
Q1 | $257K | Hold |
3,447
| – | – | 0.07% | 210 |
|
|
2019
Q4 | $393K | Sell |
3,447
-44
| -1% | -$5.02K | 0.08% | 197 |
|
|
2019
Q3 | $436K | Hold |
3,491
| – | – | 0.1% | 189 |
|
|
2019
Q2 | $467K | Buy |
3,491
+63
| +2% | +$8.43K | 0.11% | 176 |
|
|
2019
Q1 | $325K | Buy |
3,428
+100
| +3% | +$9.49K | 0.08% | 210 |
|
|
2018
Q4 | $258K | Sell |
3,328
-96
| -3% | -$7.44K | 0.07% | 228 |
|
|
2018
Q3 | $317K | Sell |
3,424
-31
| -0.9% | -$2.87K | 0.07% | 232 |
|
|
2018
Q2 | $252K | Buy |
3,455
+452
| +15% | +$33K | 0.06% | 263 |
|
|
2018
Q1 | $209K | Sell |
3,003
-759
| -20% | -$52.7K | 0.05% | 289 |
|
|
2017
Q4 | $182K | Buy |
3,762
+391
| +12% | +$18.9K | 0.05% | 298 |
|
|
2017
Q3 | $155K | Buy |
3,371
+86
| +3% | +$3.96K | 0.05% | 290 |
|
|
2017
Q2 | $121K | Sell |
3,285
-109
| -3% | -$4.01K | 0.04% | 297 |
|
|
2017
Q1 | $121K | Buy |
3,394
+147
| +5% | +$5.25K | 0.04% | 296 |
|
|
2016
Q4 | $103K | Hold |
3,247
| – | – | 0.04% | 305 |
|
|
2016
Q3 | $92K | Buy |
+3,247
| New | +$92K | 0.04% | 300 |
|