Covestor’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
381
-80
| -17% | -$26.2K | 0.07% | 420 |
|
|
2025
Q1 | $123K | Buy |
461
+35
| +8% | +$9.34K | 0.08% | 366 |
|
|
2024
Q4 | $102K | Buy |
426
+29
| +7% | +$6.94K | 0.06% | 510 |
|
|
2024
Q3 | $104K | Buy |
397
+19
| +5% | +$4.98K | 0.07% | 489 |
|
|
2024
Q2 | $85K | Buy |
378
+39
| +12% | +$8.77K | 0.06% | 596 |
|
|
2024
Q1 | $65K | Sell |
339
-73
| -18% | -$14K | 0.04% | 770 |
|
|
2023
Q4 | $74K | Buy |
412
+121
| +42% | +$21.7K | 0.05% | 669 |
|
|
2023
Q3 | $47K | Sell |
291
-24
| -8% | -$3.88K | 0.04% | 797 |
|
|
2023
Q2 | $56K | Sell |
315
-211
| -40% | -$37.5K | 0.04% | 734 |
|
|
2023
Q1 | $90K | Buy |
526
+42
| +9% | +$7.19K | 0.08% | 434 |
|
|
2022
Q4 | $74K | Sell |
484
-120
| -20% | -$18.3K | 0.06% | 556 |
|
|
2022
Q3 | $87K | Buy |
604
+512
| +557% | +$73.7K | 0.08% | 424 |
|
|
2022
Q2 | $12K | Hold |
92
| – | – | 0.01% | 1133 |
|
|
2022
Q1 | $14K | Buy |
92
+37
| +67% | +$5.63K | 0.01% | 1180 |
|
|
2021
Q4 | $8K | Buy |
+55
| New | +$8K | 0.01% | 1100 |
|