Center for Financial Planning’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$8.82K | – | 681 |
|
|
2025
Q1 | $8.82K | Sell |
33
-200
| -86% | -$53.4K | ﹤0.01% | 482 |
|
|
2024
Q4 | $55.4K | Hold |
233
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $60.9K | Hold |
233
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $52.1K | Buy |
+233
| New | +$52.1K | 0.01% | 228 |
|
|
2024
Q1 | – | Sell |
-700
| Closed | -$125K | – | 610 |
|
|
2023
Q4 | $125K | Hold |
700
| – | – | 0.02% | 158 |
|
|
2023
Q3 | $113K | Sell |
700
-33
| -5% | -$5.34K | 0.02% | 158 |
|
|
2023
Q2 | $130K | Hold |
733
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $125K | Sell |
733
-88
| -11% | -$15.1K | 0.03% | 150 |
|
|
2022
Q4 | $126K | Hold |
821
| – | – | 0.03% | 147 |
|
|
2022
Q3 | $118K | Hold |
821
| – | – | 0.03% | 144 |
|
|
2022
Q2 | $108K | Hold |
821
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $126K | Hold |
821
| – | – | 0.03% | 157 |
|
|
2021
Q4 | $118K | Hold |
821
| – | – | 0.02% | 159 |
|
|
2021
Q3 | $108K | Hold |
821
| – | – | 0.03% | 158 |
|
|
2021
Q2 | $114K | Hold |
821
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $103K | Hold |
821
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $109K | Hold |
821
| – | – | 0.03% | 145 |
|
|
2020
Q3 | $86K | Hold |
821
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $82K | Hold |
821
| – | – | 0.03% | 151 |
|
|
2020
Q1 | $61K | Hold |
821
| – | – | 0.02% | 161 |
|
|
2019
Q4 | $94K | Buy |
+821
| New | +$94K | 0.02% | 142 |
|