Dimensional Fund 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 | $78.3M | Sell |
302,488
-5,355
| -2% | -$1.39M | 0.02% | 1204 |
|
|
2025
Q1 | $64.9M | Sell |
307,843
-3,827
| -1% | -$807K | 0.02% | 1297 |
|
|
2024
Q4 | $58M | Buy |
311,670
+12,467
| +4% | +$2.32M | 0.01% | 1433 |
|
|
2024
Q3 | $61M | Buy |
299,203
+2,716
| +0.9% | +$553K | 0.01% | 1387 |
|
|
2024
Q2 | $52.6M | Buy |
296,487
+14,239
| +5% | +$2.53M | 0.01% | 1427 |
|
|
2024
Q1 | $43.4M | Buy |
282,248
+7,191
| +3% | +$1.11M | 0.01% | 1559 |
|
|
2023
Q4 | $39.2M | Buy |
275,057
+2,725
| +1% | +$388K | 0.01% | 1599 |
|
|
2023
Q3 | $35.2M | Buy |
272,332
+368
| +0.1% | +$47.6K | 0.01% | 1583 |
|
|
2023
Q2 | $38.2M | Buy |
271,964
+3,000
| +1% | +$422K | 0.01% | 1541 |
|
|
2023
Q1 | $36.6M | Sell |
268,964
-5,849
| -2% | -$795K | 0.01% | 1559 |
|
|
2022
Q4 | $32.9K | Sell |
274,813
-9,307
| -3% | -$1.12K | 0.01% | 1593 |
|
|
2022
Q3 | $32.6M | Buy |
284,120
+824
| +0.3% | +$94.4K | 0.01% | 1534 |
|
|
2022
Q2 | $29.9M | Sell |
283,296
-20,513
| -7% | -$2.16M | 0.01% | 1639 |
|
|
2022
Q1 | $38.5M | Buy |
303,809
+5,307
| +2% | +$673K | 0.01% | 1596 |
|
|
2021
Q4 | $38.4M | Sell |
298,502
-26,817
| -8% | -$3.45M | 0.01% | 1600 |
|
|
2021
Q3 | $38.5M | Sell |
325,319
-25,080
| -7% | -$2.97M | 0.01% | 1601 |
|
|
2021
Q2 | $43.5M | Buy |
350,399
+465
| +0.1% | +$57.7K | 0.01% | 1552 |
|
|
2021
Q1 | $39.8M | Sell |
349,934
-17
| -0% | -$1.93K | 0.01% | 1613 |
|
|
2020
Q4 | $41M | Sell |
349,951
-44,782
| -11% | -$5.24M | 0.01% | 1537 |
|
|
2020
Q3 | $35M | Buy |
394,733
+11,661
| +3% | +$1.03M | 0.01% | 1476 |
|
|
2020
Q2 | $31.1M | Buy |
383,072
+7,582
| +2% | +$616K | 0.01% | 1578 |
|
|
2020
Q1 | $24M | Sell |
375,490
-76,291
| -17% | -$4.88M | 0.01% | 1621 |
|
|
2019
Q4 | $40.5M | Sell |
451,781
-27,634
| -6% | -$2.47M | 0.01% | 1620 |
|
|
2019
Q3 | $46.7M | Sell |
479,415
-9,059
| -2% | -$882K | 0.02% | 1446 |
|
|
2019
Q2 | $50.5M | Sell |
488,474
-1,574
| -0.3% | -$163K | 0.02% | 1420 |
|
|
2019
Q1 | $41.2M | Sell |
490,048
-26,531
| -5% | -$2.23M | 0.02% | 1597 |
|
|
2018
Q4 | $32.5M | Sell |
516,579
-70,931
| -12% | -$4.47M | 0.01% | 1666 |
|
|
2018
Q3 | $44.4M | Sell |
587,510
-29,064
| -5% | -$2.19M | 0.02% | 1591 |
|
|
2018
Q2 | $37.6M | Sell |
616,574
-16,956
| -3% | -$1.03M | 0.02% | 1704 |
|
|
2018
Q1 | $36M | Sell |
633,530
-48,048
| -7% | -$2.73M | 0.02% | 1680 |
|
|
2017
Q4 | $34.5M | Sell |
681,578
-1,906
| -0.3% | -$96.4K | 0.01% | 1706 |
|
|
2017
Q3 | $33.3M | Sell |
683,484
-17,866
| -3% | -$871K | 0.01% | 1698 |
|
|
2017
Q2 | $27.8M | Sell |
701,350
-94,027
| -12% | -$3.73M | 0.01% | 1801 |
|
|
2017
Q1 | $30.5M | Sell |
795,377
-141,678
| -15% | -$5.44M | 0.01% | 1687 |
|
|
2016
Q4 | $32.6M | Sell |
937,055
-129,269
| -12% | -$4.49M | 0.02% | 1567 |
|
|
2016
Q3 | $33M | Sell |
1,066,324
-51,221
| -5% | -$1.59M | 0.02% | 1481 |
|
|
2016
Q2 | $30.7M | Buy |
1,117,545
+5,354
| +0.5% | +$147K | 0.02% | 1483 |
|
|
2016
Q1 | $27.1M | Buy |
1,112,191
+6,525
| +0.6% | +$159K | 0.02% | 1558 |
|
|
2015
Q4 | $27.9M | Buy |
1,105,666
+70,484
| +7% | +$1.78M | 0.02% | 1469 |
|
|
2015
Q3 | $24.1M | Buy |
1,035,182
+36,215
| +4% | +$842K | 0.02% | 1559 |
|
|
2015
Q2 | $26M | Sell |
998,967
-9,273
| -0.9% | -$241K | 0.02% | 1574 |
|
|
2015
Q1 | $25.6M | Buy |
1,008,240
+10,244
| +1% | +$260K | 0.02% | 1534 |
|
|
2014
Q4 | $24.2M | Buy |
997,996
+18,424
| +2% | +$447K | 0.02% | 1547 |
|
|
2014
Q3 | $20.2M | Sell |
979,572
-14,836
| -1% | -$306K | 0.01% | 1629 |
|
|
2014
Q2 | $20.7M | Buy |
994,408
+5,679
| +0.6% | +$118K | 0.01% | 1622 |
|
|
2014
Q1 | $22M | Sell |
988,729
-1,939
| -0.2% | -$43.1K | 0.02% | 1480 |
|
|
2013
Q4 | $21.4M | Sell |
990,668
-282
| -0% | -$6.08K | 0.02% | 1479 |
|
|
2013
Q3 | $20.4M | Sell |
990,950
-2,280
| -0.2% | -$46.8K | 0.02% | 1398 |
|
|
2013
Q2 | $15M | Buy |
+993,230
| New | +$15M | 0.01% | 1618 |
|