Capital Fund Management (CFM)’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
11,819
-12,140
| -51% | -$3.98M | 0.01% | 461 |
|
|
2025
Q1 | $6.4M | Buy |
23,959
+10,635
| +80% | +$2.84M | 0.02% | 303 |
|
|
2024
Q4 | $3.17M | Buy |
+13,324
| New | +$3.17M | 0.01% | 495 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 715 |
|
|
2020
Q1 | – | Sell |
-5,997
| Closed | -$685K | – | 1009 |
|
|
2019
Q4 | $685K | Buy |
+5,997
| New | +$685K | 0.01% | 584 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 880 |
|
|
2019
Q1 | – | Sell |
-15,900
| Closed | -$1.23M | – | 936 |
|
|
2018
Q4 | $1.23M | Buy |
+15,900
| New | +$1.23M | 0.01% | 458 |
|
|
2016
Q1 | – | Sell |
-36,431
| Closed | -$811K | – | 953 |
|
|
2015
Q4 | $811K | Buy |
+36,431
| New | +$811K | 0.01% | 489 |
|