Bell Bank’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
5,388
-204
| -4% | -$66.9K | 0.08% | 76 |
|
|
2025
Q1 | $1.49M | Sell |
5,592
-1,691
| -23% | -$452K | 0.08% | 80 |
|
|
2024
Q4 | $1.73M | Sell |
7,283
-115
| -2% | -$27.3K | 0.13% | 71 |
|
|
2024
Q3 | $1.93M | Sell |
7,398
-700
| -9% | -$183K | 0.23% | 64 |
|
|
2024
Q2 | $1.81M | Sell |
8,098
-1,724
| -18% | -$386K | 0.15% | 62 |
|
|
2024
Q1 | $1.88M | Sell |
9,822
-1,099
| -10% | -$210K | 0.16% | 63 |
|
|
2023
Q4 | $1.95M | Sell |
10,921
-1,345
| -11% | -$241K | 0.19% | 62 |
|
|
2023
Q3 | $1.99M | Sell |
12,266
-499
| -4% | -$80.8K | 0.22% | 60 |
|
|
2023
Q2 | $2.26M | Sell |
12,765
-652
| -5% | -$115K | 0.24% | 54 |
|
|
2023
Q1 | $2.29M | Sell |
13,417
-828
| -6% | -$142K | 0.24% | 51 |
|
|
2022
Q4 | $2.19M | Sell |
14,245
-137
| -1% | -$21K | 0.25% | 56 |
|
|
2022
Q3 | $2.07M | Buy |
14,382
+64
| +0.4% | +$9.22K | 0.26% | 56 |
|
|
2022
Q2 | $1.88M | Buy |
14,318
+760
| +6% | +$99.6K | 0.22% | 64 |
|
|
2022
Q1 | $2.08M | Buy |
13,558
+897
| +7% | +$138K | 0.23% | 63 |
|
|
2021
Q4 | $1.83M | Buy |
12,661
+851
| +7% | +$123K | 0.21% | 67 |
|
|
2021
Q3 | $1.56M | Buy |
11,810
+630
| +6% | +$83.1K | 0.19% | 68 |
|
|
2021
Q2 | $1.56M | Buy |
11,180
+119
| +1% | +$16.6K | 0.21% | 66 |
|
|
2021
Q1 | $1.39M | Buy |
11,061
+193
| +2% | +$24.3K | 0.2% | 71 |
|
|
2020
Q4 | $1.44M | Buy |
10,868
+77
| +0.7% | +$10.2K | 0.22% | 62 |
|
|
2020
Q3 | $1.13M | Buy |
10,791
+392
| +4% | +$41K | 0.2% | 69 |
|
|
2020
Q2 | $1.04M | Buy |
10,399
+790
| +8% | +$78.7K | 0.19% | 70 |
|
|
2020
Q1 | $717K | Buy |
9,609
+53
| +0.6% | +$3.96K | 0.16% | 79 |
|
|
2019
Q4 | $1.09M | Buy |
9,556
+125
| +1% | +$14.3K | 0.2% | 62 |
|
|
2019
Q3 | $1.18M | Sell |
9,431
-110
| -1% | -$13.7K | 0.22% | 58 |
|
|
2019
Q2 | $1.28M | Sell |
9,541
-424
| -4% | -$56.8K | 0.29% | 53 |
|
|
2019
Q1 | $945K | Sell |
9,965
-417
| -4% | -$39.5K | 0.25% | 60 |
|
|
2018
Q4 | $804K | Buy |
10,382
+66
| +0.6% | +$5.11K | 0.25% | 64 |
|
|
2018
Q3 | $955K | Buy |
10,316
+857
| +9% | +$79.3K | 0.29% | 61 |
|
|
2018
Q2 | $690K | Buy |
9,459
+1,583
| +20% | +$115K | 0.21% | 77 |
|
|
2018
Q1 | $547K | Sell |
7,876
-1,351
| -15% | -$93.8K | 0.17% | 81 |
|
|
2017
Q4 | $446K | Sell |
9,227
-50
| -0.5% | -$2.42K | 0.13% | 91 |
|
|
2017
Q3 | $427K | Sell |
9,277
-293
| -3% | -$13.5K | 0.12% | 84 |
|
|
2017
Q2 | $352K | Sell |
9,570
-56
| -0.6% | -$2.06K | 0.12% | 95 |
|
|
2017
Q1 | $344K | Buy |
9,626
+402
| +4% | +$14.4K | 0.13% | 93 |
|
|
2016
Q4 | $291K | Buy |
9,224
+220
| +2% | +$6.94K | 0.11% | 101 |
|
|
2016
Q3 | $255K | Buy |
9,004
+537
| +6% | +$15.2K | 0.16% | 102 |
|
|
2016
Q2 | $232K | Buy |
+8,467
| New | +$232K | 0.13% | 112 |
|