Belpointe Asset Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,215
| Closed | -$1.08M | – | 968 |
|
|
2024
Q4 | $1.08M | Buy |
4,215
+2,079
| +97% | +$533K | 0.07% | 293 |
|
|
2024
Q3 | $559K | Sell |
2,136
-1,910
| -47% | -$499K | 0.03% | 476 |
|
|
2024
Q2 | $905K | Buy |
4,046
+1,990
| +97% | +$445K | 0.06% | 298 |
|
|
2024
Q1 | $393K | Buy |
+2,056
| New | +$393K | 0.03% | 502 |
|
|
2023
Q2 | – | Sell |
-294
| Closed | -$50.3K | – | 1739 |
|
|
2023
Q1 | $50.3K | Buy |
294
+40
| +16% | +$6.85K | ﹤0.01% | 1693 |
|
|
2022
Q4 | $39.1K | Buy |
+254
| New | +$39.1K | ﹤0.01% | 1755 |
|
|
2022
Q2 | – | Sell |
-957
| Closed | -$147K | – | 1191 |
|
|
2022
Q1 | $147K | Buy |
+957
| New | +$147K | 0.01% | 1049 |
|