Commonwealth Equity Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
15,191
+915
| +6% | +$300K | 0.01% | 1331 |
|
|
2025
Q1 | $3.81M | Sell |
14,276
-1,316
| -8% | -$352K | 0.01% | 1454 |
|
|
2024
Q4 | $3.71M | Sell |
15,592
-1,443
| -8% | -$343K | 0.01% | 1436 |
|
|
2024
Q3 | $4.45M | Sell |
17,035
-142
| -0.8% | -$37.1K | 0.01% | 1294 |
|
|
2024
Q2 | $3.84M | Sell |
17,177
-3,897
| -18% | -$871K | 0.01% | 1347 |
|
|
2024
Q1 | $4.03M | Sell |
21,074
-1,147
| -5% | -$219K | 0.01% | 1316 |
|
|
2023
Q4 | $3.98M | Sell |
22,221
-2,855
| -11% | -$511K | 0.01% | 1240 |
|
|
2023
Q3 | $4.06M | Sell |
25,076
-382
| -2% | -$61.9K | 0.01% | 1144 |
|
|
2023
Q2 | $4.51M | Sell |
25,458
-1,482
| -6% | -$262K | 0.01% | 1097 |
|
|
2023
Q1 | $4.61K | Buy |
26,940
+1,581
| +6% | +$270 | 0.01% | 1040 |
|
|
2022
Q4 | $3.9M | Buy |
25,359
+3,998
| +19% | +$614K | 0.01% | 1103 |
|
|
2022
Q3 | $3.08M | Buy |
21,361
+2,956
| +16% | +$426K | 0.01% | 1158 |
|
|
2022
Q2 | $2.41M | Buy |
18,405
+374
| +2% | +$49K | 0.01% | 1315 |
|
|
2022
Q1 | $2.77M | Sell |
18,031
-1,155
| -6% | -$177K | 0.01% | 1287 |
|
|
2021
Q4 | $2.77M | Sell |
19,186
-48
| -0.2% | -$6.92K | 0.01% | 1275 |
|
|
2021
Q3 | $2.54M | Sell |
19,234
-36
| -0.2% | -$4.75K | 0.01% | 1286 |
|
|
2021
Q2 | $2.69M | Buy |
19,270
+646
| +3% | +$90K | 0.01% | 1236 |
|
|
2021
Q1 | $2.34M | Sell |
18,624
-2,255
| -11% | -$284K | 0.01% | 1222 |
|
|
2020
Q4 | $2.76M | Sell |
20,879
-14,765
| -41% | -$1.95M | 0.01% | 1040 |
|
|
2020
Q3 | $3.73M | Buy |
35,644
+197
| +0.6% | +$20.6K | 0.01% | 764 |
|
|
2020
Q2 | $3.53M | Buy |
35,447
+293
| +0.8% | +$29.2K | 0.01% | 740 |
|
|
2020
Q1 | $2.62M | Sell |
35,154
-3,771
| -10% | -$281K | 0.01% | 768 |
|
|
2019
Q4 | $4.44M | Buy |
38,925
+102
| +0.3% | +$11.6K | 0.02% | 664 |
|
|
2019
Q3 | $4.85M | Buy |
38,823
+720
| +2% | +$89.9K | 0.02% | 605 |
|
|
2019
Q2 | $5.1M | Buy |
38,103
+814
| +2% | +$109K | 0.02% | 569 |
|
|
2019
Q1 | $3.54M | Buy |
37,289
+19
| +0.1% | +$1.8K | 0.02% | 673 |
|
|
2018
Q4 | $2.89M | Buy |
37,270
+5,329
| +17% | +$413K | 0.02% | 672 |
|
|
2018
Q3 | $2.96M | Sell |
31,941
-3,090
| -9% | -$286K | 0.01% | 749 |
|
|
2018
Q2 | $2.56M | Buy |
35,031
+15,290
| +77% | +$1.12M | 0.01% | 770 |
|
|
2018
Q1 | $1.37M | Sell |
19,741
-4,634
| -19% | -$322K | 0.01% | 1073 |
|
|
2017
Q4 | $1.18M | Sell |
24,375
-16
| -0.1% | -$773 | 0.01% | 1136 |
|
|
2017
Q3 | $1.12M | Buy |
24,391
+436
| +2% | +$20.1K | 0.01% | 1126 |
|
|
2017
Q2 | $881K | Sell |
23,955
-144
| -0.6% | -$5.3K | 0.01% | 1211 |
|
|
2017
Q1 | $861K | Buy |
24,099
+259
| +1% | +$9.25K | 0.01% | 1196 |
|
|
2016
Q4 | $753K | Buy |
23,840
+15,053
| +171% | +$475K | 0.01% | 1176 |
|
|
2016
Q3 | $249K | Buy |
+8,787
| New | +$249K | ﹤0.01% | 1850 |
|