Edgestream Partners’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
Q1 | – | Sell |
-7,932
| Closed | -$1.48M | – | 920 |
|
|
2024
Q4 | $1.48M | Buy |
7,932
+3,182
| +67% | +$592K | 0.06% | 473 |
|
|
2024
Q3 | $968K | Buy |
+4,750
| New | +$968K | 0.04% | 575 |
|
|
2024
Q2 | – | Sell |
-3,024
| Closed | -$466K | – | 924 |
|
|
2024
Q1 | $466K | Sell |
3,024
-14,389
| -83% | -$2.22M | 0.02% | 653 |
|
|
2023
Q4 | $2.48M | Sell |
17,413
-7,468
| -30% | -$1.06M | 0.18% | 190 |
|
|
2023
Q3 | $3.22M | Buy |
24,881
+14,825
| +147% | +$1.92M | 0.26% | 85 |
|
|
2023
Q2 | $1.41M | Buy |
+10,056
| New | +$1.41M | 0.13% | 277 |
|