Ethic Inc’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
Q2 | $2.92M | Sell |
11,310
-776
| -6% | -$200K | 0.05% | 342 |
|
|
2025
Q1 | $2.57M | Buy |
12,086
+352
| +3% | +$74.8K | 0.05% | 357 |
|
|
2024
Q4 | $2.18M | Buy |
11,734
+26
| +0.2% | +$4.84K | 0.04% | 400 |
|
|
2024
Q3 | $1.8M | Sell |
11,708
-539
| -4% | -$83K | 0.05% | 415 |
|
|
2024
Q2 | $2.17M | Buy |
12,247
+539
| +5% | +$95.7K | 0.05% | 368 |
|
|
2024
Q1 | $1.8M | Buy |
11,708
+1,584
| +16% | +$244K | 0.05% | 416 |
|
|
2023
Q4 | $1.44M | Buy |
10,124
+4,633
| +84% | +$660K | 0.04% | 443 |
|
|
2023
Q3 | $710K | Buy |
+5,491
| New | +$710K | 0.02% | 575 |
|
|
2022
Q3 | – | Sell |
-1,911
| Closed | -$201K | – | 816 |
|
|
2022
Q2 | $201K | Buy |
+1,911
| New | +$201K | 0.01% | 711 |
|