Bell Investment Advisors’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Hold |
40
| – | – | ﹤0.01% | 661 |
|
|
2025
Q1 | $8.44K | Hold |
40
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $7.44K | Hold |
40
| – | – | ﹤0.01% | 732 |
|
|
2024
Q3 | $8.15K | Hold |
40
| – | – | ﹤0.01% | 703 |
|
|
2024
Q2 | $7.1K | Hold |
40
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $6.16K | Hold |
40
| – | – | ﹤0.01% | 812 |
|
|
2023
Q4 | $5.7K | Sell |
40
-5
| -11% | -$712 | ﹤0.01% | 810 |
|
|
2023
Q3 | $5.82K | Sell |
45
-4
| -8% | -$517 | ﹤0.01% | 731 |
|
|
2023
Q2 | $6.89K | Sell |
49
-4
| -8% | -$562 | ﹤0.01% | 660 |
|
|
2023
Q1 | $7.2K | Buy |
53
+12
| +29% | +$1.63K | ﹤0.01% | 607 |
|
|
2022
Q4 | $4.91K | Buy |
41
+4
| +11% | +$479 | ﹤0.01% | 819 |
|
|
2022
Q3 | $4K | Buy |
37
+13
| +54% | +$1.41K | ﹤0.01% | 788 |
|
|
2022
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 948 |
|
|
2021
Q4 | $4K | Buy |
28
+4
| +17% | +$571 | ﹤0.01% | 864 |
|
|
2021
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 921 |
|