Empowered Funds’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,081
+2,133
| +225% | +$699K | 0.01% | 1066 |
|
|
2025
Q1 | $253K | Buy |
+948
| New | +$253K | ﹤0.01% | 1457 |
|
|
2024
Q4 | – | Sell |
-856
| Closed | -$224K | – | 1696 |
|
|
2024
Q3 | $224K | Buy |
+856
| New | +$224K | ﹤0.01% | 1309 |
|
|
2024
Q2 | – | Sell |
-2,032
| Closed | -$388K | – | 1409 |
|
|
2024
Q1 | $388K | Buy |
+2,032
| New | +$388K | 0.01% | 1136 |
|
|
2019
Q4 | – | Sell |
-8,397
| Closed | -$1.05M | – | 121 |
|
|
2019
Q3 | $1.05M | Sell |
8,397
-1,651
| -16% | -$206K | 0.46% | 79 |
|
|
2019
Q2 | $1.35M | Buy |
+10,048
| New | +$1.35M | 0.56% | 48 |
|
|
2019
Q1 | – | Sell |
-15,181
| Closed | -$1.18M | – | 103 |
|
|
2018
Q4 | $1.18M | Buy |
+15,181
| New | +$1.18M | 0.5% | 70 |
|