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Baker Avenue Asset Management’s HEICO Corp HEI Stock Holding History

Baker Avenue Asset Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$358K Sell
1,306
-324
-20% -$104K 0.01% 545
2025
Q4 		$527K Sell
1,630
-240
-13% -$75.8K 0.01% 363
2025
Q3 		$604K Buy
1,870
+477
+34% +$152K 0.01% 317
2025
Q2 		$457K Buy
1,393
+102
+8% +$28.2K 0.01% 312
2025
Q1 		$345K Buy
+1,291
New +$314K 0.01% 344
2023
Q3 		– Sell
-3
Closed -$531 – 1638
2023
Q2 		$531 Hold
3
– – ﹤0.01% 1374
2023
Q1 		$513 Hold
3
– – ﹤0.01% 1415
2022
Q4 		$461 Buy
+3
New +$467 ﹤0.01% 1363

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