Baker Avenue Asset 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 | $457K | Buy |
1,393
+102
| +8% | +$33.5K | 0.01% | 312 |
|
|
2025
Q1 | $345K | Buy |
+1,291
| New | +$345K | 0.01% | 344 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$531 | – | 1620 |
|
|
2023
Q2 | $531 | Hold |
3
| – | – | ﹤0.01% | 1359 |
|
|
2023
Q1 | $513 | Hold |
3
| – | – | ﹤0.01% | 1405 |
|
|
2022
Q4 | $461 | Buy |
+3
| New | +$461 | ﹤0.01% | 1356 |
|