Brinker Capital Investments’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
1,647
+743
+82% +$244K ﹤0.01% 1479
2025
Q1
$241K Sell
904
-116
-11% -$31K ﹤0.01% 1731
2024
Q4
$242K Buy
1,020
+76
+8% +$18.1K ﹤0.01% 1665
2024
Q3
$247K Buy
+944
New +$247K ﹤0.01% 1617