CAPTRUST Financial Advisors’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
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $901K | Sell |
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|
2024
Q2 | $851K | Sell |
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|
2024
Q1 | $786K | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $961K | Sell |
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|
2022
Q3 | $902K | Buy |
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|
2022
Q2 | $740K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $707K | Sell |
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|
2020
Q4 | $826K | Sell |
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|
2020
Q3 | $757K | Buy |
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|
2020
Q2 | $676K | Sell |
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|
2020
Q1 | $563K | Buy |
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|
2019
Q4 | $698K | Buy |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $240K | Sell |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $144K | Sell |
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|
2018
Q3 | $201K | Sell |
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|
2018
Q2 | $160K | Sell |
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|
2018
Q1 | $192K | Buy |
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|
2017
Q4 | $129K | Buy |
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