Congress Asset 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 | $101M | Buy |
308,457
+242,264
| +366% | +$79.5M | 0.69% | 46 |
|
|
2025
Q1 | $17.7M | Buy |
66,193
+828
| +1% | +$221K | 0.13% | 143 |
|
|
2024
Q4 | $15.5M | Sell |
65,365
-883
| -1% | -$210K | 0.11% | 157 |
|
|
2024
Q3 | $17.3M | Sell |
66,248
-726
| -1% | -$190K | 0.12% | 140 |
|
|
2024
Q2 | $15M | Sell |
66,974
-1,081
| -2% | -$242K | 0.11% | 146 |
|
|
2024
Q1 | $13M | Sell |
68,055
-20
| -0% | -$3.82K | 0.09% | 156 |
|
|
2023
Q4 | $12.2M | Sell |
68,075
-560
| -0.8% | -$100K | 0.1% | 162 |
|
|
2023
Q3 | $11.1M | Sell |
68,635
-258
| -0.4% | -$41.8K | 0.1% | 156 |
|
|
2023
Q2 | $12.2M | Buy |
68,893
+1,383
| +2% | +$245K | 0.11% | 155 |
|
|
2023
Q1 | $11.5M | Buy |
67,510
+1,013
| +2% | +$173K | 0.11% | 155 |
|
|
2022
Q4 | $10.2M | Sell |
66,497
-12,223
| -16% | -$1.88M | 0.1% | 157 |
|
|
2022
Q3 | $11.3M | Sell |
78,720
-577
| -0.7% | -$83.1K | 0.12% | 138 |
|
|
2022
Q2 | $10.4M | Sell |
79,297
-861
| -1% | -$113K | 0.1% | 156 |
|
|
2022
Q1 | $12.3M | Sell |
80,158
-2,312
| -3% | -$355K | 0.1% | 147 |
|
|
2021
Q4 | $11.9M | Sell |
82,470
-19,483
| -19% | -$2.81M | 0.09% | 149 |
|
|
2021
Q3 | $13.4M | Buy |
101,953
+22,335
| +28% | +$2.95M | 0.1% | 115 |
|
|
2021
Q2 | $11.1M | Buy |
79,618
+570
| +0.7% | +$79.5K | 0.09% | 126 |
|
|
2021
Q1 | $9.94M | Buy |
79,048
+22
| +0% | +$2.77K | 0.09% | 128 |
|
|
2020
Q4 | $10.5M | Buy |
79,026
+1,557
| +2% | +$206K | 0.1% | 116 |
|
|
2020
Q3 | $8.11M | Buy |
77,469
+9,130
| +13% | +$956K | 0.09% | 129 |
|
|
2020
Q2 | $6.81M | Buy |
68,339
+2,312
| +4% | +$230K | 0.08% | 134 |
|
|
2020
Q1 | $4.93M | Buy |
66,027
+1,067
| +2% | +$79.6K | 0.08% | 141 |
|
|
2019
Q4 | $7.42M | Sell |
64,960
-53
| -0.1% | -$6.05K | 0.09% | 136 |
|
|
2019
Q3 | $8.12M | Sell |
65,013
-2,175
| -3% | -$272K | 0.1% | 105 |
|
|
2019
Q2 | $8.99M | Sell |
67,188
-21,483
| -24% | -$2.87M | 0.11% | 101 |
|
|
2019
Q1 | $8.41M | Sell |
88,671
-5,083
| -5% | -$482K | 0.11% | 105 |
|
|
2018
Q4 | $7.26M | Buy |
93,754
+1,177
| +1% | +$91.2K | 0.11% | 111 |
|
|
2018
Q3 | $8.57M | Buy |
92,577
+194
| +0.2% | +$18K | 0.11% | 112 |
|
|
2018
Q2 | $6.74M | Sell |
92,383
-9,572
| -9% | -$698K | 0.09% | 137 |
|
|
2018
Q1 | $7.08M | Sell |
101,955
-11,307
| -10% | -$785K | 0.1% | 123 |
|
|
2017
Q4 | $5.47M | Buy |
113,262
+348
| +0.3% | +$16.8K | 0.08% | 154 |
|
|
2017
Q3 | $5.19M | Buy |
+112,914
| New | +$5.19M | 0.08% | 157 |
|