Capital Advisors Ltd’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4K | Hold |
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|
2025
Q2 | $4K | Hold |
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|
2025
Q1 | $3K | Hold |
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|
2024
Q4 | $3K | Hold |
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|
2024
Q3 | $3K | Hold |
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|
2024
Q2 | $3K | Hold |
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|
2024
Q1 | $2K | Buy |
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|
2023
Q4 | $2K | Hold |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $2K | Sell |
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|
2023
Q1 | $3K | Buy |
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|
2022
Q4 | $2K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $31K | Sell |
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|
2019
Q2 | $73K | Sell |
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|
2019
Q1 | $147K | Hold |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $143K | Hold |
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|
2018
Q2 | $113K | Sell |
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|
2018
Q1 | $107K | Sell |
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|
2017
Q4 | $94K | Hold |
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|
2017
Q3 | $89K | Hold |
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|
2017
Q2 | $71K | Buy |
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