Atria Investments’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
1,648
-52
| -3% | -$17.1K | 0.01% | 1377 |
|
|
2025
Q1 | $454K | Buy |
1,700
+230
| +16% | +$61.4K | 0.01% | 1404 |
|
|
2024
Q4 | $349K | Sell |
1,470
-855
| -37% | -$203K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $608K | Sell |
2,325
-279
| -11% | -$73K | 0.01% | 1231 |
|
|
2024
Q2 | $582K | Buy |
+2,604
| New | +$582K | 0.01% | 1225 |
|
|
2019
Q3 | – | Sell |
-3,342
| Closed | -$468K | – | 914 |
|
|
2019
Q2 | $468K | Buy |
+3,342
| New | +$468K | 0.02% | 606 |
|
|
2018
Q4 | – | Sell |
-2,555
| Closed | -$237K | – | 934 |
|
|
2018
Q3 | $237K | Buy |
+2,555
| New | +$237K | 0.01% | 866 |
|
|
2018
Q2 | – | Sell |
-3,221
| Closed | -$224K | – | 973 |
|
|
2018
Q1 | $224K | Buy |
+3,221
| New | +$224K | 0.01% | 775 |
|