Calamos Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
1,576
+9
| +0.6% | +$2.95K | 0.02% | 231 |
|
|
2025
Q1 | $419K | Buy |
1,567
+7
| +0.4% | +$1.87K | 0.02% | 227 |
|
|
2024
Q4 | $371K | Hold |
1,560
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $408K | Hold |
1,560
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $349K | Buy |
1,560
+200
| +15% | +$44.7K | 0.02% | 230 |
|
|
2024
Q1 | $260K | Hold |
1,360
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $243K | Hold |
1,360
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $220K | Hold |
1,360
| – | – | 0.02% | 292 |
|
|
2023
Q2 | $241K | Hold |
1,360
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $233K | Hold |
1,360
| – | – | 0.02% | 281 |
|
|
2022
Q4 | $209K | Buy |
+1,360
| New | +$209K | 0.02% | 295 |
|
|
2022
Q2 | – | Sell |
-1,363
| Closed | -$209K | – | 329 |
|
|
2022
Q1 | $209K | Buy |
+1,363
| New | +$209K | 0.02% | 319 |
|
|
2021
Q3 | – | Sell |
-1,484
| Closed | -$207K | – | 315 |
|
|
2021
Q2 | $207K | Buy |
+1,484
| New | +$207K | 0.02% | 308 |
|
|
2021
Q1 | – | Sell |
-1,644
| Closed | -$218K | – | 293 |
|
|
2020
Q4 | $218K | Buy |
+1,644
| New | +$218K | 0.02% | 271 |
|
|
2020
Q1 | – | Sell |
-2,083
| Closed | -$238K | – | 249 |
|
|
2019
Q4 | $238K | Sell |
2,083
-79
| -4% | -$9.03K | 0.03% | 217 |
|
|
2019
Q3 | $270K | Sell |
2,162
-24
| -1% | -$3K | 0.04% | 201 |
|
|
2019
Q2 | $293K | Hold |
2,186
| – | – | 0.04% | 193 |
|
|
2019
Q1 | $207K | Buy |
+2,186
| New | +$207K | 0.03% | 211 |
|
|
2018
Q4 | – | Sell |
-2,472
| Closed | -$229K | – | 235 |
|
|
2018
Q3 | $229K | Buy |
+2,472
| New | +$229K | 0.03% | 193 |
|