Capital Analysts LLC’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
4,795
| – | – | 0.04% | 254 |
|
|
2025
Q1 | $1.01M | Sell |
4,795
-130
| -3% | -$27.4K | 0.04% | 262 |
|
|
2024
Q4 | $916K | Sell |
4,925
-2
| -0% | -$372 | 0.04% | 255 |
|
|
2024
Q3 | $1M | Sell |
4,927
-90
| -2% | -$18.3K | 0.04% | 244 |
|
|
2024
Q2 | $891K | Buy |
5,017
+17
| +0.3% | +$3.02K | 0.04% | 262 |
|
|
2024
Q1 | $770K | Hold |
5,000
| – | – | 0.04% | 274 |
|
|
2023
Q4 | $712K | Sell |
5,000
-125
| -2% | -$17.8K | 0.04% | 275 |
|
|
2023
Q3 | $662K | Hold |
5,125
| – | – | 0.04% | 263 |
|
|
2023
Q2 | $721K | Sell |
5,125
-23
| -0.4% | -$3.24K | 0.04% | 253 |
|
|
2023
Q1 | $700K | Sell |
5,148
-3,627
| -41% | -$493K | 0.04% | 260 |
|
|
2022
Q4 | $1.05M | Sell |
8,775
-257
| -3% | -$30.8K | 0.06% | 208 |
|
|
2022
Q3 | $1.04M | Buy |
9,032
+32
| +0.4% | +$3.67K | 0.07% | 203 |
|
|
2022
Q2 | $948K | Buy |
9,000
+55
| +0.6% | +$5.79K | 0.07% | 211 |
|
|
2022
Q1 | $1.13M | Hold |
8,945
| – | – | 0.07% | 207 |
|
|
2021
Q4 | $1.15M | Sell |
8,945
-275
| -3% | -$35.4K | 0.07% | 208 |
|
|
2021
Q3 | $1.09M | Hold |
9,220
| – | – | 0.07% | 205 |
|
|
2021
Q2 | $1.15M | Buy |
9,220
+35
| +0.4% | +$4.35K | 0.08% | 201 |
|
|
2021
Q1 | $1.04M | Buy |
9,185
+125
| +1% | +$14.2K | 0.07% | 195 |
|
|
2020
Q4 | $1.06M | Buy |
9,060
+145
| +2% | +$17K | 0.09% | 161 |
|
|
2020
Q3 | $790K | Buy |
8,915
+870
| +11% | +$77.1K | 0.08% | 170 |
|
|
2020
Q2 | $654K | Sell |
8,045
-510
| -6% | -$41.5K | 0.07% | 169 |
|
|
2020
Q1 | $547K | Buy |
8,555
+2,145
| +33% | +$137K | 0.07% | 161 |
|
|
2019
Q4 | $574K | Buy |
6,410
+857
| +15% | +$76.7K | 0.06% | 180 |
|
|
2019
Q3 | $540K | Sell |
5,553
-35
| -0.6% | -$3.4K | 0.06% | 180 |
|
|
2019
Q2 | $578K | Buy |
5,588
+885
| +19% | +$91.5K | 0.06% | 177 |
|
|
2019
Q1 | $395K | Hold |
4,703
| – | – | 0.05% | 182 |
|
|
2018
Q4 | $296K | Buy |
4,703
+955
| +25% | +$60.1K | 0.04% | 182 |
|
|
2018
Q3 | $283K | Buy |
3,748
+761
| +25% | +$57.5K | 0.03% | 175 |
|
|
2018
Q2 | $182K | Sell |
2,987
-248
| -8% | -$15.1K | 0.02% | 200 |
|
|
2018
Q1 | $184K | Buy |
3,235
+204
| +7% | +$11.6K | 0.02% | 192 |
|
|
2017
Q4 | $153K | Buy |
+3,031
| New | +$153K | 0.02% | 199 |
|