Bleakley Financial Group’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
Q1 | – | Sell |
-9,128
| Closed | -$1.7M | – | 705 |
|
|
2024
Q4 | $1.7M | Sell |
9,128
-56
| -0.6% | -$10.4K | 0.05% | 283 |
|
|
2024
Q3 | $1.87M | Buy |
9,184
+631
| +7% | +$129K | 0.06% | 265 |
|
|
2024
Q2 | $1.52M | Buy |
8,553
+401
| +5% | +$71.2K | 0.04% | 327 |
|
|
2024
Q1 | $1.25M | Buy |
8,152
+6,602
| +426% | +$1.02M | 0.04% | 385 |
|
|
2023
Q4 | $221K | Buy |
+1,550
| New | +$221K | 0.01% | 831 |
|