Edgestream Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,968
| Closed | -$1.18M | – | 919 |
|
|
2024
Q4 | $1.18M | Sell |
4,968
-10,059
| -67% | -$2.39M | 0.05% | 522 |
|
|
2024
Q3 | $3.93M | Buy |
+15,027
| New | +$3.93M | 0.17% | 193 |
|
|
2024
Q1 | – | Sell |
-15,472
| Closed | -$2.77M | – | 894 |
|
|
2023
Q4 | $2.77M | Buy |
+15,472
| New | +$2.77M | 0.2% | 160 |
|
|
2022
Q3 | – | Sell |
-1,724
| Closed | -$226K | – | 519 |
|
|
2022
Q2 | $226K | Sell |
1,724
-10,758
| -86% | -$1.41M | 0.02% | 478 |
|
|
2022
Q1 | $1.92M | Buy |
+12,482
| New | +$1.92M | 0.15% | 222 |
|
|
2021
Q4 | – | Sell |
-18,203
| Closed | -$2.4M | – | 514 |
|
|
2021
Q3 | $2.4M | Buy |
+18,203
| New | +$2.4M | 0.15% | 212 |
|