Cambridge Investment Research Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
2,143
+115
| +6% | +$37.7K | ﹤0.01% | 2232 |
|
|
2025
Q1 | $542K | Buy |
2,028
+261
| +15% | +$69.8K | ﹤0.01% | 2363 |
|
|
2024
Q4 | $420K | Buy |
1,767
+264
| +18% | +$62.8K | ﹤0.01% | 2574 |
|
|
2024
Q3 | $393K | Sell |
1,503
-156
| -9% | -$40.8K | ﹤0.01% | 2609 |
|
|
2024
Q2 | $371K | Sell |
1,659
-155
| -9% | -$34.7K | ﹤0.01% | 2537 |
|
|
2024
Q1 | $346K | Buy |
1,814
+159
| +10% | +$30.3K | ﹤0.01% | 2592 |
|
|
2023
Q4 | $296K | Sell |
1,655
-2,165
| -57% | -$387K | ﹤0.01% | 2603 |
|
|
2023
Q3 | $619K | Buy |
3,820
+2,285
| +149% | +$370K | ﹤0.01% | 1918 |
|
|
2023
Q2 | $272K | Sell |
1,535
-260
| -14% | -$46.1K | ﹤0.01% | 2619 |
|
|
2023
Q1 | $307K | Buy |
1,795
+237
| +15% | +$40.5K | ﹤0.01% | 2471 |
|
|
2022
Q4 | $239K | Sell |
1,558
-12
| -0.8% | -$1.84K | ﹤0.01% | 2619 |
|
|
2022
Q3 | $226K | Sell |
1,570
-86
| -5% | -$12.4K | ﹤0.01% | 2600 |
|
|
2022
Q2 | $217K | Sell |
1,656
-427
| -20% | -$56K | ﹤0.01% | 2666 |
|
|
2022
Q1 | $320K | Sell |
2,083
-114
| -5% | -$17.5K | ﹤0.01% | 2494 |
|
|
2021
Q4 | $317K | Sell |
2,197
-96
| -4% | -$13.9K | ﹤0.01% | 2484 |
|
|
2021
Q3 | $302K | Sell |
2,293
-179
| -7% | -$23.6K | ﹤0.01% | 2463 |
|
|
2021
Q2 | $345K | Buy |
2,472
+214
| +9% | +$29.9K | ﹤0.01% | 2366 |
|
|
2021
Q1 | $284K | Sell |
2,258
-790
| -26% | -$99.4K | ﹤0.01% | 2321 |
|
|
2020
Q4 | $404K | Buy |
3,048
+646
| +27% | +$85.6K | ﹤0.01% | 1916 |
|
|
2020
Q3 | $251K | Sell |
2,402
-1,091
| -31% | -$114K | ﹤0.01% | 2074 |
|
|
2020
Q2 | $348K | Sell |
3,493
-112
| -3% | -$11.2K | ﹤0.01% | 1770 |
|
|
2020
Q1 | $269K | Sell |
3,605
-653
| -15% | -$48.7K | ﹤0.01% | 1736 |
|
|
2019
Q4 | $486K | Sell |
4,258
-3,894
| -48% | -$444K | ﹤0.01% | 1601 |
|
|
2019
Q3 | $1.02M | Buy |
8,152
+2,412
| +42% | +$301K | 0.01% | 1057 |
|
|
2019
Q2 | $768K | Buy |
5,740
+412
| +8% | +$55.1K | 0.01% | 1171 |
|
|
2019
Q1 | $505K | Buy |
5,328
+1,550
| +41% | +$147K | ﹤0.01% | 1473 |
|
|
2018
Q4 | $293K | Buy |
3,778
+446
| +13% | +$34.6K | ﹤0.01% | 1687 |
|
|
2018
Q3 | $309K | Buy |
+3,332
| New | +$309K | ﹤0.01% | 1779 |
|
|
2017
Q2 | – | Sell |
-5,669
| Closed | -$202K | – | 1952 |
|
|
2017
Q1 | $202K | Buy |
+5,669
| New | +$202K | ﹤0.01% | 1606 |
|
|
2015
Q2 | – | Sell |
-12,935
| Closed | -$324K | – | 1463 |
|
|
2015
Q1 | $324K | Sell |
12,935
-732
| -5% | -$18.3K | 0.01% | 1023 |
|
|
2014
Q4 | $338K | Buy |
13,667
+574
| +4% | +$14.2K | 0.01% | 957 |
|
|
2014
Q3 | $250K | Buy |
+13,093
| New | +$250K | 0.01% | 1188 |
|