Center for Financial Planning’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 | – | Sell |
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|
2025
Q1 | $8.82K | Sell |
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|
2024
Q4 | $55.4K | Hold |
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|
2024
Q3 | $60.9K | Hold |
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|
2024
Q2 | $52.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $125K | Hold |
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|
2023
Q3 | $113K | Sell |
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|
2023
Q2 | $130K | Hold |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $108K | Hold |
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|
2022
Q1 | $126K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $114K | Hold |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $109K | Hold |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $94K | Buy |
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