Covestor’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
418
-159
| -28% | -$41.1K | 0.06% | 511 |
|
|
2025
Q1 | $122K | Buy |
577
+38
| +7% | +$8.04K | 0.08% | 369 |
|
|
2024
Q4 | $100K | Buy |
539
+46
| +9% | +$8.53K | 0.06% | 525 |
|
|
2024
Q3 | $101K | Buy |
493
+39
| +9% | +$7.99K | 0.06% | 508 |
|
|
2024
Q2 | $81K | Buy |
454
+49
| +12% | +$8.74K | 0.05% | 621 |
|
|
2024
Q1 | $62K | Sell |
405
-87
| -18% | -$13.3K | 0.04% | 793 |
|
|
2023
Q4 | $70K | Buy |
492
+142
| +41% | +$20.2K | 0.05% | 699 |
|
|
2023
Q3 | $45K | Sell |
350
-14
| -4% | -$1.8K | 0.03% | 814 |
|
|
2023
Q2 | $51K | Sell |
364
-249
| -41% | -$34.9K | 0.04% | 768 |
|
|
2023
Q1 | $83K | Buy |
613
+22
| +4% | +$2.98K | 0.07% | 481 |
|
|
2022
Q4 | $71K | Sell |
591
-87
| -13% | -$10.5K | 0.06% | 580 |
|
|
2022
Q3 | $78K | Buy |
+678
| New | +$78K | 0.07% | 487 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2097 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2254 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2216 |
|