Crown Oak Advisors’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 | $17M | Hold |
65,511
| – | – | 8.02% | 3 |
|
|
2025
Q1 | $13.8M | Buy |
65,511
+3
| +0% | +$633 | 6.98% | 3 |
|
|
2024
Q4 | $12.2M | Hold |
65,508
| – | – | 6.28% | 3 |
|
|
2024
Q3 | $13.3M | Buy |
65,508
+2
| +0% | +$408 | 7.42% | 3 |
|
|
2024
Q2 | $11.6M | Hold |
65,506
| – | – | 6.57% | 3 |
|
|
2024
Q1 | $10.1M | Buy |
65,506
+3
| +0% | +$462 | 5.55% | 4 |
|
|
2023
Q4 | $9.33M | Buy |
+65,503
| New | +$9.33M | 5.46% | 8 |
|