Arthur M. Cohen & Associates’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,220
| Closed | -$320K | – | 141 |
|
|
2024
Q3 | $320K | Hold |
1,220
| – | – | 0.06% | 109 |
|
|
2024
Q2 | $273K | Hold |
1,220
| – | – | 0.05% | 115 |
|
|
2024
Q1 | $233K | Hold |
1,220
| – | – | 0.05% | 121 |
|
|
2023
Q4 | $218K | Buy |
+1,220
| New | +$218K | 0.05% | 127 |
|
|
2023
Q3 | – | Sell |
-1,220
| Closed | -$216K | – | 134 |
|
|
2023
Q2 | $216K | Hold |
1,220
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $209K | Buy |
+1,220
| New | +$209K | 0.06% | 120 |
|
|
2020
Q1 | – | Sell |
-2,240
| Closed | -$305K | – | 114 |
|
|
2019
Q4 | $305K | Hold |
2,240
| – | – | 0.09% | 103 |
|
|
2019
Q3 | $305 | Buy |
+2,240
| New | +$305 | 0.09% | 97 |
|