Coldstream 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 | $384K | Sell |
1,172
-204
| -15% | -$66.9K | 0.01% | 768 |
|
|
2025
Q1 | $368K | Buy |
1,376
+20
| +1% | +$5.34K | 0.01% | 739 |
|
|
2024
Q4 | $322K | Sell |
1,356
-363
| -21% | -$86.3K | 0.01% | 792 |
|
|
2024
Q3 | $451K | Buy |
1,719
+106
| +7% | +$27.8K | 0.01% | 649 |
|
|
2024
Q2 | $361K | Buy |
1,613
+19
| +1% | +$4.25K | 0.01% | 691 |
|
|
2024
Q1 | $304K | Buy |
+1,594
| New | +$304K | 0.01% | 762 |
|