Creative Planning’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.63M | Buy |
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|
2025
Q2 | $2.28M | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $687K | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $863K | Buy |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $842K | Buy |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $743K | Buy |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $729K | Buy |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $723K | Sell |
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|
2021
Q1 | $794K | Sell |
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|
2020
Q4 | $966K | Hold |
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|
2020
Q3 | $764K | Sell |
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|
2020
Q2 | $748K | Sell |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $711K | Buy |
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|
2018
Q4 | $579K | Sell |
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|
2018
Q3 | $709K | Buy |
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|
2018
Q2 | $485K | Buy |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $307K | Sell |
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|
2017
Q3 | $328K | Buy |
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|
2017
Q2 | $97K | Buy |
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|
2017
Q1 | $94K | Sell |
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|
2016
Q4 | $92K | Sell |
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|
2016
Q3 | $122K | Buy |
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|
2016
Q2 | $107K | Buy |
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|
2016
Q1 | $94K | Sell |
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|
2015
Q4 | $86K | Hold |
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|
2015
Q3 | $77K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $69K | Sell |
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|
2014
Q4 | $311K | Buy |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $30K | Hold |
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|
2014
Q1 | $34K | Hold |
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|
2013
Q4 | $33K | Sell |
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|
2013
Q3 | $31K | Sell |
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|
2013
Q2 | $114K | Buy |
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