Carderock Capital Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
35,909
+299
| +0.8% | +$98.1K | 3.02% | 3 |
|
|
2025
Q1 | $9.51M | Sell |
35,610
-962
| -3% | -$257K | 2.52% | 11 |
|
|
2024
Q4 | $8.69M | Sell |
36,572
-689
| -2% | -$164K | 2.18% | 19 |
|
|
2024
Q3 | $9.74M | Buy |
37,261
+969
| +3% | +$253K | 2.3% | 13 |
|
|
2024
Q2 | $8.12M | Buy |
36,292
+3,366
| +10% | +$753K | 2.12% | 18 |
|
|
2024
Q1 | $6.29M | Buy |
32,926
+4,564
| +16% | +$872K | 1.76% | 33 |
|
|
2023
Q4 | $5.07M | Buy |
28,362
+1,826
| +7% | +$327K | 1.4% | 41 |
|
|
2023
Q3 | $4.3M | Sell |
26,536
-722
| -3% | -$117K | 1.44% | 41 |
|
|
2023
Q2 | $4.82M | Buy |
27,258
+3,201
| +13% | +$566K | 1.5% | 37 |
|
|
2023
Q1 | $4.11M | Buy |
+24,057
| New | +$4.11M | 1.43% | 40 |
|