Dudley & Shanley’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Hold |
19,550
| – | – | 1.01% | 27 |
|
|
2025
Q1 | $5.22M | Hold |
19,550
| – | – | 0.82% | 28 |
|
|
2024
Q4 | $4.65M | Hold |
19,550
| – | – | 0.72% | 30 |
|
|
2024
Q3 | $5.11M | Hold |
19,550
| – | – | 0.8% | 27 |
|
|
2024
Q2 | $4.37M | Buy |
19,550
+1,150
| +6% | +$257K | 0.75% | 26 |
|
|
2024
Q1 | $3.51M | Buy |
18,400
+3,560
| +24% | +$680K | 0.59% | 26 |
|
|
2023
Q4 | $2.65M | Hold |
14,840
| – | – | 0.47% | 27 |
|
|
2023
Q3 | $2.4M | Hold |
14,840
| – | – | 0.45% | 27 |
|
|
2023
Q2 | $2.63M | Buy |
14,840
+7,000
| +89% | +$1.24M | 0.47% | 29 |
|
|
2023
Q1 | $1.34M | Hold |
7,840
| – | – | 0.26% | 31 |
|
|
2022
Q4 | $1.2M | Buy |
7,840
+6,300
| +409% | +$968K | 0.27% | 27 |
|
|
2022
Q3 | $222K | Hold |
1,540
| – | – | 0.06% | 27 |
|
|
2022
Q2 | $202K | Hold |
1,540
| – | – | 0.05% | 33 |
|
|
2022
Q1 | $236K | Hold |
1,540
| – | – | 0.04% | 32 |
|
|
2021
Q4 | $222K | Buy |
+1,540
| New | +$222K | 0.04% | 35 |
|