Capstone Investment 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 | $2.82M | Buy |
+8,600
| New | +$2.82M | 0.01% | 244 |
|
|
2023
Q4 | – | Sell |
-2,911
| Closed | -$471K | – | 1210 |
|
|
2023
Q3 | $471K | Buy |
+2,911
| New | +$471K | ﹤0.01% | 616 |
|
|
2016
Q4 | – | Sell |
-33,257
| Closed | -$942K | – | 789 |
|
|
2016
Q3 | $942K | Buy |
+33,257
| New | +$942K | 0.02% | 296 |
|
|
2016
Q2 | – | Sell |
-28,811
| Closed | -$709K | – | 653 |
|
|
2016
Q1 | $709K | Buy |
+28,811
| New | +$709K | 0.02% | 301 |
|