DSC
Duncker Streett & Co’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
42,462
-427
| -1% | -$140K | 2.54% | 6 |
|
|
2025
Q1 | $11.5M | Buy |
42,889
+562
| +1% | +$150K | 2.27% | 11 |
|
|
2024
Q4 | $10.1M | Sell |
42,327
-288
| -0.7% | -$68.5K | 1.87% | 12 |
|
|
2024
Q3 | $11.1M | Sell |
42,615
-353
| -0.8% | -$92.3K | 2.03% | 11 |
|
|
2024
Q2 | $9.61M | Buy |
42,968
+67
| +0.2% | +$15K | 1.85% | 11 |
|
|
2024
Q1 | $8.19M | Buy |
42,901
+920
| +2% | +$176K | 1.62% | 13 |
|
|
2023
Q4 | $7.51M | Buy |
41,981
+2,067
| +5% | +$370K | 1.59% | 11 |
|
|
2023
Q3 | $6.46M | Buy |
39,914
+579
| +1% | +$93.8K | 1.5% | 14 |
|
|
2023
Q2 | $6.96M | Buy |
39,335
+833
| +2% | +$147K | 1.56% | 10 |
|
|
2023
Q1 | $6.59M | Buy |
38,502
+876
| +2% | +$150K | 1.57% | 10 |
|
|
2022
Q4 | $5.78M | Hold |
37,626
| – | – | 1.4% | 14 |
|
|
2022
Q3 | $5.42M | Sell |
37,626
-334
| -0.9% | -$48.1K | 1.4% | 15 |
|
|
2022
Q2 | $4.98M | Sell |
37,960
-7,113
| -16% | -$933K | 1.19% | 16 |
|
|
2022
Q1 | $6.92M | Buy |
45,073
+2,192
| +5% | +$337K | 1.38% | 15 |
|
|
2021
Q4 | $6.18M | Buy |
42,881
+2,793
| +7% | +$403K | 1.06% | 18 |
|
|
2021
Q3 | $5.29M | Buy |
40,088
+7,234
| +22% | +$954K | 1% | 22 |
|
|
2021
Q2 | $4.58M | Buy |
32,854
+1,352
| +4% | +$188K | 0.84% | 33 |
|
|
2021
Q1 | $3.96M | Buy |
31,502
+864
| +3% | +$109K | 0.76% | 41 |
|
|
2020
Q4 | $4.06M | Buy |
30,638
+3,791
| +14% | +$502K | 0.78% | 38 |
|
|
2020
Q3 | $2.81M | Buy |
26,847
+23,847
| +795% | +$2.5M | 0.61% | 53 |
|
|
2020
Q2 | $299K | Buy |
+3,000
| New | +$299K | 0.07% | 191 |
|