Cookson Peirce & Co’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
+2,498
| New | +$819K | 0.04% | 189 |
|
|
2025
Q1 | – | Sell |
-3,056
| Closed | -$727K | – | 285 |
|
|
2024
Q4 | $727K | Buy |
3,056
+1,144
| +60% | +$272K | 0.03% | 168 |
|
|
2024
Q3 | $500K | Buy |
1,912
+874
| +84% | +$229K | 0.02% | 183 |
|
|
2024
Q2 | $232K | Buy |
+1,038
| New | +$232K | 0.01% | 218 |
|
|
2020
Q1 | – | Sell |
-8,785
| Closed | -$1M | – | 138 |
|
|
2019
Q4 | $1M | Hold |
8,785
| – | – | 0.09% | 91 |
|
|
2019
Q3 | $1.1M | Sell |
8,785
-910
| -9% | -$114K | 0.1% | 85 |
|
|
2019
Q2 | $1.3M | Buy |
9,695
+720
| +8% | +$96.3K | 0.11% | 85 |
|
|
2019
Q1 | $851K | Buy |
8,975
+1,280
| +17% | +$121K | 0.07% | 85 |
|
|
2018
Q4 | $596K | Buy |
+7,695
| New | +$596K | 0.06% | 102 |
|