Bellwether 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 | $5.61M | Buy |
+17,115
| New | +$5.61M | 0.96% | 28 |
|
|
2023
Q2 | – | Sell |
-3,565
| Closed | -$610K | – | 252 |
|
|
2023
Q1 | $610K | Buy |
+3,565
| New | +$610K | 0.17% | 79 |
|
|
2022
Q2 | – | Sell |
-37
| Closed | -$5K | – | 477 |
|
|
2022
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 363 |
|
|
2021
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 392 |
|