Envestnet Portfolio Solutions’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
5,243
-345
| -6% | -$113K | 0.01% | 607 |
|
|
2025
Q1 | $1.49M | Sell |
5,588
-1,547
| -22% | -$413K | 0.01% | 677 |
|
|
2024
Q4 | $1.7M | Sell |
7,135
-885
| -11% | -$210K | 0.01% | 719 |
|
|
2024
Q3 | $2.1M | Sell |
8,020
-1,014
| -11% | -$265K | 0.01% | 646 |
|
|
2024
Q2 | $2.02M | Sell |
9,034
-1,943
| -18% | -$434K | 0.01% | 635 |
|
|
2024
Q1 | $2.1M | Sell |
10,977
-2,006
| -15% | -$383K | 0.01% | 621 |
|
|
2023
Q4 | $2.32M | Sell |
12,983
-1,845
| -12% | -$330K | 0.01% | 551 |
|
|
2023
Q3 | $2.4M | Buy |
+14,828
| New | +$2.4M | 0.01% | 496 |
|