AssetMark Inc’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Buy |
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|
2025
Q1 | $6.24M | Sell |
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|
2024
Q4 | $5.6M | Sell |
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|
2024
Q3 | $6.31M | Buy |
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|
2024
Q2 | $44.3K | Buy |
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|
2024
Q1 | $11.5K | Sell |
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|
2023
Q4 | $728K | Buy |
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|
2023
Q3 | $615K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $0 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Sell |
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|
2017
Q4 | $20K | Sell |
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|
2017
Q3 | $46K | Sell |
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|
2017
Q2 | $44K | Sell |
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|
2017
Q1 | $43K | Sell |
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|
2016
Q4 | $38K | Buy |
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|
2016
Q3 | $34K | Sell |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $30K | Buy |
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|
2015
Q4 | $24K | Buy |
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