Ashton Thomas Private Wealth’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
7,986
-77
| -1% | -$25.3K | 0.09% | 231 |
|
|
2025
Q1 | $2.15M | Sell |
8,063
-77
| -0.9% | -$20.6K | 0.08% | 252 |
|
|
2024
Q4 | $1.94M | Sell |
8,140
-345
| -4% | -$82K | 0.08% | 275 |
|
|
2024
Q3 | $2.22M | Sell |
8,485
-21
| -0.2% | -$5.49K | 0.12% | 200 |
|
|
2024
Q2 | $1.9M | Sell |
8,506
-445
| -5% | -$99.5K | 0.1% | 210 |
|
|
2024
Q1 | $1.71M | Sell |
8,951
-207
| -2% | -$39.5K | 0.1% | 222 |
|
|
2023
Q4 | $1.64M | Hold |
9,158
| – | – | 0.1% | 216 |
|
|
2023
Q3 | $1.48M | Sell |
9,158
-24
| -0.3% | -$3.89K | 0.11% | 211 |
|
|
2023
Q2 | $1.62M | Sell |
9,182
-133
| -1% | -$23.5K | 0.12% | 187 |
|
|
2023
Q1 | $1.59M | Sell |
9,315
-40
| -0.4% | -$6.84K | 0.14% | 185 |
|
|
2022
Q4 | $1.44M | Sell |
9,355
-20
| -0.2% | -$3.07K | 0.14% | 190 |
|
|
2022
Q3 | $1.35M | Sell |
9,375
-6
| -0.1% | -$864 | 0.15% | 175 |
|
|
2022
Q2 | $1.23M | Sell |
9,381
-99
| -1% | -$13K | 0.13% | 188 |
|
|
2022
Q1 | $1.46M | Buy |
9,480
+1,567
| +20% | +$241K | 0.13% | 194 |
|
|
2021
Q4 | $1.14M | Buy |
+7,913
| New | +$1.14M | 0.11% | 213 |
|