Bell Investment Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Sell |
55
-4
| -7% | -$1.31K | ﹤0.01% | 457 |
|
|
2025
Q1 | $15.8K | Buy |
59
+4
| +7% | +$1.07K | ﹤0.01% | 457 |
|
|
2024
Q4 | $13.1K | Hold |
55
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $14.4K | Hold |
55
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $12.3K | Hold |
55
| – | – | ﹤0.01% | 535 |
|
|
2024
Q1 | $10.5K | Hold |
55
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $9.84K | Buy |
55
+9
| +20% | +$1.61K | ﹤0.01% | 569 |
|
|
2023
Q3 | $7.45K | Sell |
46
-10
| -18% | -$1.62K | ﹤0.01% | 618 |
|
|
2023
Q2 | $9.91K | Sell |
56
-3
| -5% | -$531 | ﹤0.01% | 516 |
|
|
2023
Q1 | $10.1K | Buy |
59
+3
| +5% | +$513 | ﹤0.01% | 483 |
|
|
2022
Q4 | $8.6K | Hold |
56
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $8K | Buy |
56
+3
| +6% | +$429 | ﹤0.01% | 487 |
|
|
2022
Q2 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 554 |
|
|
2021
Q4 | $6K | Hold |
39
| – | – | ﹤0.01% | 683 |
|
|
2021
Q3 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 712 |
|