Calamos Advisors’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,744
| Closed | -$652K | – | 891 |
|
|
2024
Q4 | $652K | Sell |
2,744
-5,419
| -66% | -$1.29M | ﹤0.01% | 668 |
|
|
2024
Q3 | $2.13M | Hold |
8,163
| – | – | 0.01% | 580 |
|
|
2024
Q2 | $1.83M | Buy |
8,163
+2,704
| +50% | +$605K | 0.01% | 565 |
|
|
2024
Q1 | $1.04M | Buy |
+5,459
| New | +$1.04M | ﹤0.01% | 617 |
|
|
2021
Q1 | – | Sell |
-5,594
| Closed | -$741K | – | 898 |
|
|
2020
Q4 | $741K | Buy |
+5,594
| New | +$741K | ﹤0.01% | 671 |
|
|
2020
Q1 | – | Sell |
-3,539
| Closed | -$404K | – | 727 |
|
|
2019
Q4 | $404K | Sell |
3,539
-10,579
| -75% | -$1.21M | ﹤0.01% | 695 |
|
|
2019
Q3 | $1.76M | Sell |
14,118
-6,071
| -30% | -$758K | 0.01% | 572 |
|
|
2019
Q2 | $2.7M | Buy |
+20,189
| New | +$2.7M | 0.02% | 556 |
|
|
2014
Q4 | – | Sell |
-10,860
| Closed | -$507K | – | 648 |
|
|
2014
Q3 | $507K | Hold |
10,860
| – | – | ﹤0.01% | 575 |
|
|
2014
Q2 | $564K | Hold |
10,860
| – | – | ﹤0.01% | 576 |
|
|
2014
Q1 | $653K | Buy |
+10,860
| New | +$653K | ﹤0.01% | 542 |
|