Baron Wealth 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 | $1.15M | Sell |
3,501
-257
| -7% | -$84.3K | 0.41% | 27 |
|
|
2025
Q1 | $1M | Sell |
3,758
-21
| -0.6% | -$5.61K | 0.44% | 29 |
|
|
2024
Q4 | $898K | Hold |
3,779
| – | – | 0.42% | 32 |
|
|
2024
Q3 | $988K | Sell |
3,779
-4
| -0.1% | -$1.05K | 0.48% | 28 |
|
|
2024
Q2 | $846K | Sell |
3,783
-22
| -0.6% | -$4.92K | 0.44% | 28 |
|
|
2024
Q1 | $727K | Hold |
3,805
| – | – | 0.39% | 35 |
|
|
2023
Q4 | $681K | Sell |
3,805
-1
| -0% | -$179 | 0.37% | 39 |
|
|
2023
Q3 | $616K | Buy |
3,806
+53
| +1% | +$8.58K | 0.39% | 35 |
|
|
2023
Q2 | $664K | Buy |
3,753
+16
| +0.4% | +$2.83K | 0.42% | 32 |
|
|
2023
Q1 | $639K | Hold |
3,737
| – | – | 0.45% | 28 |
|
|
2022
Q4 | $574K | Buy |
+3,737
| New | +$574K | 0.44% | 31 |
|