CDH
Charles D. Hyman’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.2M | Sell |
94,910
-712
| -0.7% | -$159K | 1.18% | 27 |
|
|
2024
Q1 | $18.3M | Sell |
95,622
-100
| -0.1% | -$19.1K | 1.01% | 31 |
|
|
2023
Q4 | $17.1M | Sell |
95,722
-610
| -0.6% | -$109K | 1.02% | 31 |
|
|
2023
Q3 | $15.6M | Buy |
96,332
+750
| +0.8% | +$121K | 1.01% | 30 |
|
|
2023
Q2 | $16.9M | Buy |
95,582
+1,517
| +2% | +$268K | 1.06% | 28 |
|
|
2023
Q1 | $16.1M | Buy |
94,065
+244
| +0.3% | +$41.7K | 1.07% | 32 |
|
|
2022
Q4 | $14.4M | Sell |
93,821
-135
| -0.1% | -$20.7K | 0.98% | 37 |
|
|
2022
Q3 | $13.5M | Sell |
93,956
-425
| -0.5% | -$61.2K | 1.04% | 33 |
|
|
2022
Q2 | $12.4M | Sell |
94,381
-275
| -0.3% | -$36.1K | 0.9% | 37 |
|
|
2022
Q1 | $14.5M | Buy |
94,656
+14,365
| +18% | +$2.21M | 0.92% | 36 |
|
|
2021
Q4 | $11.6M | Buy |
80,291
+11,400
| +17% | +$1.64M | 0.73% | 39 |
|
|
2021
Q3 | $9.09M | Buy |
68,891
+16,785
| +32% | +$2.21M | 0.64% | 42 |
|
|
2021
Q2 | $7.27M | Sell |
52,106
-1,780
| -3% | -$248K | 0.51% | 47 |
|
|
2021
Q1 | $6.78M | Sell |
53,886
-1,515
| -3% | -$191K | 0.5% | 47 |
|
|
2020
Q4 | $7.34M | Sell |
55,401
-3,700
| -6% | -$490K | 0.59% | 41 |
|
|
2020
Q3 | $6.19M | Sell |
59,101
-770
| -1% | -$80.6K | 0.55% | 42 |
|
|
2020
Q2 | $5.97M | Sell |
59,871
-2,107
| -3% | -$210K | 0.58% | 43 |
|
|
2020
Q1 | $4.62M | Sell |
61,978
-470
| -0.8% | -$35.1K | 0.58% | 42 |
|
|
2019
Q4 | $7.13M | Hold |
62,448
| – | – | 0.7% | 41 |
|
|
2019
Q3 | $7.8M | Hold |
62,448
| – | – | 0.82% | 41 |
|
|
2019
Q2 | $8.36M | Sell |
62,448
-375
| -0.6% | -$50.2K | 0.87% | 38 |
|
|
2019
Q1 | $5.96M | Sell |
62,823
-225
| -0.4% | -$21.3K | 0.61% | 47 |
|
|
2018
Q4 | $4.89M | Sell |
63,048
-281
| -0.4% | -$21.8K | 0.58% | 50 |
|
|
2018
Q3 | $5.87M | Sell |
63,329
-1,086
| -2% | -$101K | 0.61% | 52 |
|
|
2018
Q2 | $4.7M | Buy |
64,415
+12,136
| +23% | +$885K | 0.53% | 54 |
|
|
2018
Q1 | $4.54M | Buy |
52,279
+15,370
| +42% | +$1.33M | 0.52% | 56 |
|
|
2017
Q4 | $3.48M | Sell |
36,909
-362
| -1% | -$34.2K | 0.4% | 60 |
|
|
2017
Q3 | $3.35M | Hold |
37,271
| – | – | 0.42% | 61 |
|
|
2017
Q2 | $2.68M | Buy |
37,271
+9,415
| +34% | +$676K | 0.34% | 64 |
|
|
2017
Q1 | $2.43M | Sell |
27,856
-300
| -1% | -$26.2K | 0.32% | 67 |
|
|
2016
Q4 | $2.17M | Sell |
28,156
-900
| -3% | -$69.4K | 0.31% | 69 |
|
|
2016
Q3 | $2.01M | Sell |
29,056
-450
| -2% | -$31.1K | 0.3% | 72 |
|
|
2016
Q2 | $1.97M | Sell |
29,506
-625
| -2% | -$41.8K | 0.3% | 70 |
|
|
2016
Q1 | $1.81M | Sell |
30,131
-537
| -2% | -$32.3K | 0.29% | 69 |
|
|
2015
Q4 | $1.67M | Sell |
30,668
-987
| -3% | -$53.7K | 0.28% | 75 |
|
|
2015
Q3 | $1.55M | Sell |
31,655
-707
| -2% | -$34.6K | 0.27% | 73 |
|
|
2015
Q2 | $1.89M | Sell |
32,362
-143
| -0.4% | -$8.34K | 0.3% | 72 |
|
|
2015
Q1 | $1.99M | Sell |
32,505
-300
| -0.9% | -$18.3K | 0.32% | 70 |
|
|
2014
Q4 | $1.98M | Hold |
32,805
| – | – | 0.32% | 68 |
|
|
2014
Q3 | $1.53M | Sell |
32,805
-783
| -2% | -$36.6K | 0.26% | 75 |
|
|
2014
Q2 | $1.75M | Sell |
33,588
-87
| -0.3% | -$4.52K | 0.29% | 69 |
|
|
2014
Q1 | $2.03M | Sell |
33,675
-922
| -3% | -$55.5K | 0.37% | 64 |
|
|
2013
Q4 | $2.01M | Buy |
34,597
+6,409
| +23% | +$371K | 0.37% | 64 |
|
|
2013
Q3 | $1.91M | Sell |
28,188
-2,476
| -8% | -$168K | 0.38% | 66 |
|
|
2013
Q2 | $1.55M | Buy |
+30,664
| New | +$1.55M | 0.32% | 71 |
|