Bellevue Asset Management’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 | $8.8K | Sell |
34
-2
| -6% | -$517 | ﹤0.01% | 289 |
|
|
2025
Q1 | $7.59K | Buy |
36
+1
| +3% | +$211 | ﹤0.01% | 290 |
|
|
2024
Q4 | $6.51K | Sell |
35
-1
| -3% | -$186 | ﹤0.01% | 315 |
|
|
2024
Q3 | $7.34K | Sell |
36
-2
| -5% | -$408 | ﹤0.01% | 284 |
|
|
2024
Q2 | $6.75K | Hold |
38
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $5.85K | Buy |
38
+1
| +3% | +$154 | ﹤0.01% | 296 |
|
|
2023
Q4 | $5.27K | Buy |
37
+1
| +3% | +$142 | ﹤0.01% | 300 |
|
|
2023
Q3 | $4.65K | Buy |
36
+1
| +3% | +$129 | ﹤0.01% | 298 |
|
|
2023
Q2 | $4.92K | Buy |
35
+2
| +6% | +$281 | ﹤0.01% | 307 |
|
|
2023
Q1 | $4.48K | Buy |
33
+2
| +6% | +$272 | ﹤0.01% | 322 |
|
|
2022
Q4 | $3.67K | Buy |
31
+1
| +3% | +$119 | ﹤0.01% | 334 |
|
|
2022
Q3 | $3K | Buy |
30
+2
| +7% | +$200 | ﹤0.01% | 348 |
|
|
2022
Q2 | $3K | Buy |
28
+2
| +8% | +$214 | ﹤0.01% | 353 |
|
|
2022
Q1 | $3K | Buy |
26
+5
| +24% | +$577 | ﹤0.01% | 397 |
|
|
2021
Q4 | $3K | Buy |
21
+5
| +31% | +$714 | ﹤0.01% | 442 |
|
|
2021
Q3 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 518 |
|
|
2021
Q2 | $2K | Buy |
15
+2
| +15% | +$267 | ﹤0.01% | 520 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 628 |
|
|
2020
Q4 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 627 |
|
|
2020
Q3 | $1K | Buy |
14
+1
| +8% | +$71 | ﹤0.01% | 597 |
|
|
2020
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 593 |
|