Avalon Capital Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
3,895
+33
| +0.9% | +$10.8K | 0.34% | 57 |
|
|
2025
Q1 | $1.03M | Sell |
3,862
-55
| -1% | -$14.7K | 0.3% | 61 |
|
|
2024
Q4 | $931K | Buy |
3,917
+30
| +0.8% | +$7.13K | 0.3% | 58 |
|
|
2024
Q3 | $1.02M | Buy |
3,887
+274
| +8% | +$71.6K | 0.31% | 53 |
|
|
2024
Q2 | $808K | Buy |
3,613
+123
| +4% | +$27.5K | 0.26% | 53 |
|
|
2024
Q1 | $667K | Buy |
3,490
+1,773
| +103% | +$339K | 0.27% | 44 |
|
|
2023
Q4 | $307K | Buy |
1,717
+347
| +25% | +$62.1K | 0.13% | 70 |
|
|
2023
Q3 | $222K | Buy |
+1,370
| New | +$222K | 0.11% | 63 |
|