Connecticut 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 | $615K | Sell |
1,874
-42
| -2% | -$13.8K | 0.03% | 201 |
|
|
2025
Q1 | $512K | Sell |
1,916
-2
| -0.1% | -$534 | 0.03% | 209 |
|
|
2024
Q4 | $456K | Hold |
1,918
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $502K | Sell |
1,918
-160
| -8% | -$41.8K | 0.02% | 216 |
|
|
2024
Q2 | $465K | Buy |
2,078
+3
| +0.1% | +$671 | 0.02% | 221 |
|
|
2024
Q1 | $396K | Sell |
2,075
-23
| -1% | -$4.39K | 0.02% | 240 |
|
|
2023
Q4 | $375K | Buy |
2,098
+32
| +2% | +$5.72K | 0.02% | 241 |
|
|
2023
Q3 | $335K | Hold |
2,066
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $366K | Hold |
2,066
| – | – | 0.03% | 181 |
|
|
2023
Q1 | $353K | Hold |
2,066
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $317K | Hold |
2,066
| – | – | 0.03% | 154 |
|
|
2022
Q3 | $297K | Buy |
+2,066
| New | +$297K | 0.03% | 149 |
|
|
2022
Q2 | – | Sell |
-1,436
| Closed | -$220K | – | 193 |
|
|
2022
Q1 | $220K | Sell |
1,436
-1
| -0.1% | -$153 | 0.02% | 178 |
|
|
2021
Q4 | $207K | Buy |
+1,437
| New | +$207K | 0.02% | 195 |
|
|
2021
Q3 | – | Sell |
-1,437
| Closed | -$200K | – | 201 |
|
|
2021
Q2 | $200K | Sell |
1,437
-308
| -18% | -$42.9K | 0.02% | 191 |
|
|
2021
Q1 | $220K | Sell |
1,745
-20
| -1% | -$2.52K | 0.02% | 160 |
|
|
2020
Q4 | $234K | Buy |
+1,765
| New | +$234K | 0.02% | 166 |
|