Arax Advisory Partners’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 | $2.05M | Buy |
7,787
+1,059
| +16% | +$279K | 0.09% | 153 |
|
|
2025
Q1 | $1.42M | Sell |
6,728
-1,318
| -16% | -$278K | 0.09% | 139 |
|
|
2024
Q4 | $1.5M | Sell |
8,046
-9
| -0.1% | -$1.68K | 0.09% | 129 |
|
|
2024
Q3 | $1.64M | Sell |
8,055
-1,149
| -12% | -$234K | 0.15% | 79 |
|
|
2024
Q2 | $1.63M | Buy |
9,204
+639
| +7% | +$113K | 0.16% | 77 |
|
|
2024
Q1 | $1.32M | Buy |
8,565
+1
| +0% | +$154 | 0.14% | 85 |
|
|
2023
Q4 | $1.22M | Buy |
8,564
+453
| +6% | +$64.5K | 0.14% | 87 |
|
|
2023
Q3 | $1.05M | Buy |
8,111
+5,968
| +278% | +$771K | 0.13% | 89 |
|
|
2023
Q2 | $301K | Sell |
2,143
-8
| -0.4% | -$1.13K | 0.04% | 187 |
|
|
2023
Q1 | $292K | Sell |
2,151
-1,011
| -32% | -$137K | 0.04% | 185 |
|
|
2022
Q4 | $379K | Buy |
3,162
+52
| +2% | +$6.23K | 0.05% | 140 |
|
|
2022
Q3 | $356K | Sell |
3,110
-81
| -3% | -$9.27K | 0.06% | 135 |
|
|
2022
Q2 | $336K | Buy |
3,191
+131
| +4% | +$13.8K | 0.05% | 152 |
|
|
2022
Q1 | $388K | Buy |
3,060
+569
| +23% | +$72.1K | 0.05% | 142 |
|
|
2021
Q4 | $320K | Buy |
2,491
+133
| +6% | +$17.1K | 0.04% | 182 |
|
|
2021
Q3 | $279K | Buy |
2,358
+1
| +0% | +$118 | 0.04% | 190 |
|
|
2021
Q2 | $293K | Buy |
+2,357
| New | +$293K | 0.04% | 184 |
|
|
2020
Q4 | $268K | Buy |
2,288
+20
| +0.9% | +$2.34K | 0.04% | 162 |
|
|
2020
Q3 | $201K | Buy |
2,268
+1,056
| +87% | +$93.6K | 0.03% | 186 |
|
|
2020
Q2 | $98K | Buy |
+1,212
| New | +$98K | 0.02% | 263 |
|