Congress Wealth 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 | $9.72M | Buy |
29,646
+25,684
| +648% | +$8.42M | 0.09% | 249 |
|
|
2025
Q1 | $1.06M | Sell |
3,962
-100
| -2% | -$26.7K | 0.01% | 621 |
|
|
2024
Q4 | $966K | Sell |
4,062
-7
| -0.2% | -$1.66K | 0.01% | 525 |
|
|
2024
Q3 | $1.06M | Sell |
4,069
-128
| -3% | -$33.5K | 0.01% | 514 |
|
|
2024
Q2 | $938K | Buy |
4,197
+78
| +2% | +$17.4K | 0.01% | 437 |
|
|
2024
Q1 | $787K | Buy |
4,119
+30
| +0.7% | +$5.73K | 0.01% | 396 |
|
|
2023
Q4 | $731K | Buy |
4,089
+7
| +0.2% | +$1.25K | 0.01% | 417 |
|
|
2023
Q3 | $661K | Sell |
4,082
-202
| -5% | -$32.7K | 0.01% | 416 |
|
|
2023
Q2 | $758K | Sell |
4,284
-18
| -0.4% | -$3.19K | 0.02% | 370 |
|
|
2023
Q1 | $736K | Sell |
4,302
-379
| -8% | -$64.8K | 0.02% | 378 |
|
|
2022
Q4 | $719K | Hold |
4,681
| – | – | 0.02% | 369 |
|
|
2022
Q3 | $673K | Buy |
4,681
+291
| +7% | +$41.8K | 0.02% | 373 |
|
|
2022
Q2 | $576K | Sell |
4,390
-140
| -3% | -$18.4K | 0.01% | 386 |
|
|
2022
Q1 | $696K | Sell |
4,530
-88
| -2% | -$13.5K | 0.02% | 398 |
|
|
2021
Q4 | $666K | Buy |
+4,618
| New | +$666K | 0.01% | 424 |
|