Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $32.7M | Buy |
175,698
+1,514
| +0.9% | +$282K | 0.99% | 30 |
|
|
2024
Q3 | $35.5M | Sell |
174,184
-2,842
| -2% | -$579K | 1.06% | 29 |
|
|
2024
Q2 | $31.4M | Buy |
177,026
+425
| +0.2% | +$75.4K | 1% | 32 |
|
|
2024
Q1 | $27.2M | Buy |
176,601
+459
| +0.3% | +$70.7K | 0.86% | 35 |
|
|
2023
Q4 | $25.1M | Buy |
176,142
+3,180
| +2% | +$453K | 0.85% | 37 |
|
|
2023
Q3 | $22.4M | Buy |
172,962
+1,984
| +1% | +$256K | 0.84% | 37 |
|
|
2023
Q2 | $24M | Buy |
170,978
+1,749
| +1% | +$246K | 0.87% | 35 |
|
|
2023
Q1 | $23M | Sell |
169,229
-3,279
| -2% | -$446K | 0.9% | 34 |
|
|
2022
Q4 | $20.7M | Buy |
172,508
+160
| +0.1% | +$19.2K | 0.83% | 36 |
|
|
2022
Q3 | $19.8M | Buy |
172,348
+3,062
| +2% | +$351K | 0.86% | 37 |
|
|
2022
Q2 | $17.8M | Sell |
169,286
-2,072
| -1% | -$218K | 0.77% | 40 |
|
|
2022
Q1 | $21.7M | Buy |
171,358
+2,044
| +1% | +$259K | 0.83% | 37 |
|
|
2021
Q4 | $21.8M | Sell |
169,314
-454
| -0.3% | -$58.3K | 0.79% | 41 |
|
|
2021
Q3 | $20.1M | Buy |
169,768
+2,007
| +1% | +$238K | 0.82% | 42 |
|
|
2021
Q2 | $20.8M | Buy |
167,761
+2,984
| +2% | +$371K | 0.84% | 41 |
|
|
2021
Q1 | $18.7M | Buy |
164,777
+4,723
| +3% | +$537K | 0.82% | 38 |
|
|
2020
Q4 | $18.7M | Sell |
160,054
-6,304
| -4% | -$738K | 0.85% | 38 |
|
|
2020
Q3 | $14.7M | Sell |
166,358
-4,778
| -3% | -$424K | 0.72% | 40 |
|
|
2020
Q2 | $13.9M | Buy |
171,136
+2,984
| +2% | +$242K | 0.75% | 38 |
|
|
2020
Q1 | $10.7M | Buy |
168,152
+9,370
| +6% | +$599K | 0.69% | 41 |
|
|
2019
Q4 | $14.2M | Buy |
158,782
+4,009
| +3% | +$359K | 0.78% | 41 |
|
|
2019
Q3 | $15.1M | Buy |
154,773
+7,335
| +5% | +$714K | 0.86% | 39 |
|
|
2019
Q2 | $15.2M | Buy |
147,438
+2,954
| +2% | +$305K | 0.88% | 40 |
|
|
2019
Q1 | $12.1M | Buy |
144,484
+6,724
| +5% | +$565K | 0.74% | 48 |
|
|
2018
Q4 | $8.68M | Buy |
137,760
+39,383
| +40% | +$2.48M | 0.6% | 62 |
|
|
2018
Q3 | $7.43M | Buy |
98,377
+13,192
| +15% | +$996K | 0.44% | 75 |
|
|
2018
Q2 | $5.19M | Buy |
85,185
+6,506
| +8% | +$397K | 0.35% | 88 |
|
|
2018
Q1 | $4.47M | Buy |
+78,679
| New | +$4.47M | 0.31% | 96 |
|