Cerity Partners’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
Q3 | $1.89M | Sell |
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|
2025
Q2 | $2.83M | Buy |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $2.21M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $871K | Sell |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $772K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $200K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $712K | Sell |
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|
2019
Q1 | $507K | Buy |
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