Commonwealth Equity Services’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
2,298
+93
| +4% | +$24.1K | ﹤0.01% | 3014 |
|
|
2025
Q1 | $465K | Buy |
2,205
+853
| +63% | +$180K | ﹤0.01% | 3080 |
|
|
2024
Q4 | $252K | Sell |
1,352
-2,180
| -62% | -$406K | ﹤0.01% | 3569 |
|
|
2024
Q3 | $720K | Sell |
3,532
-162
| -4% | -$33K | ﹤0.01% | 2593 |
|
|
2024
Q2 | $656K | Sell |
3,694
-23
| -0.6% | -$4.08K | ﹤0.01% | 2615 |
|
|
2024
Q1 | $572K | Sell |
3,717
-341
| -8% | -$52.5K | ﹤0.01% | 2718 |
|
|
2023
Q4 | $578K | Buy |
4,058
+260
| +7% | +$37K | ﹤0.01% | 2582 |
|
|
2023
Q3 | $491K | Buy |
3,798
+136
| +4% | +$17.6K | ﹤0.01% | 2609 |
|
|
2023
Q2 | $515K | Buy |
3,662
+25
| +0.7% | +$3.52K | ﹤0.01% | 2597 |
|
|
2023
Q1 | $494 | Sell |
3,637
-299
| -8% | -$41 | ﹤0.01% | 2566 |
|
|
2022
Q4 | $471K | Buy |
3,936
+649
| +20% | +$77.7K | ﹤0.01% | 2517 |
|
|
2022
Q3 | $376K | Buy |
3,287
+62
| +2% | +$7.09K | ﹤0.01% | 2634 |
|
|
2022
Q2 | $339K | Buy |
3,225
+82
| +3% | +$8.62K | ﹤0.01% | 2726 |
|
|
2022
Q1 | $398K | Hold |
3,143
| – | – | ﹤0.01% | 2717 |
|
|
2021
Q4 | $403K | Buy |
3,143
+13
| +0.4% | +$1.67K | ﹤0.01% | 2706 |
|
|
2021
Q3 | $370K | Sell |
3,130
-12
| -0.4% | -$1.42K | ﹤0.01% | 2726 |
|
|
2021
Q2 | $390K | Sell |
3,142
-147
| -4% | -$18.2K | ﹤0.01% | 2672 |
|
|
2021
Q1 | $373K | Hold |
3,289
| – | – | ﹤0.01% | 2561 |
|
|
2020
Q4 | $385K | Hold |
3,289
| – | – | ﹤0.01% | 2345 |
|
|
2020
Q3 | $291K | Sell |
3,289
-69
| -2% | -$6.11K | ﹤0.01% | 2379 |
|
|
2020
Q2 | $272K | Hold |
3,358
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q1 | $214K | Hold |
3,358
| – | – | ﹤0.01% | 2330 |
|
|
2019
Q4 | $300K | Sell |
3,358
-17
| -0.5% | -$1.52K | ﹤0.01% | 2317 |
|
|
2019
Q3 | $328K | Buy |
3,375
+17
| +0.5% | +$1.65K | ﹤0.01% | 2160 |
|
|
2019
Q2 | $347K | Hold |
3,358
| – | – | ﹤0.01% | 2082 |
|
|
2019
Q1 | $282K | Buy |
3,358
+69
| +2% | +$5.8K | ﹤0.01% | 2202 |
|
|
2018
Q4 | $207K | Buy |
3,289
+14
| +0.4% | +$881 | ﹤0.01% | 2298 |
|
|
2018
Q3 | $247K | Hold |
3,275
| – | – | ﹤0.01% | 2341 |
|
|
2018
Q2 | $200K | Buy |
+3,275
| New | +$200K | ﹤0.01% | 2464 |
|