FDx Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
1,161
-9
| -0.8% | -$2.95K | 0.12% | 111 |
|
|
2025
Q1 | $313K | Sell |
1,170
-27
| -2% | -$7.22K | 0.1% | 121 |
|
|
2024
Q4 | $285K | Sell |
1,197
-450
| -27% | -$107K | 0.08% | 139 |
|
|
2024
Q3 | $431K | Sell |
1,647
-44
| -3% | -$11.5K | 0.12% | 118 |
|
|
2024
Q2 | $378K | Sell |
1,691
-4,549
| -73% | -$1.02M | 0.1% | 123 |
|
|
2024
Q1 | $1.19M | Buy |
6,240
+12
| +0.2% | +$2.29K | 0.18% | 120 |
|
|
2023
Q4 | $1.11M | Sell |
6,228
-946
| -13% | -$169K | 0.09% | 228 |
|
|
2023
Q3 | $1.16M | Sell |
7,174
-435
| -6% | -$70.5K | 0.1% | 195 |
|
|
2023
Q2 | $1.35M | Buy |
7,609
+3,855
| +103% | +$682K | 0.07% | 252 |
|
|
2023
Q1 | $577K | Hold |
3,754
| – | – | 0.03% | 394 |
|
|
2022
Q4 | $577K | Sell |
3,754
-428
| -10% | -$65.8K | 0.03% | 394 |
|
|
2022
Q3 | $602K | Sell |
4,182
-5,367
| -56% | -$773K | 0.03% | 377 |
|
|
2022
Q2 | $1.25M | Sell |
9,549
-1,342
| -12% | -$176K | 0.05% | 277 |
|
|
2022
Q1 | $1.67M | Sell |
10,891
-1,672
| -13% | -$257K | 0.06% | 236 |
|
|
2021
Q4 | $1.81M | Buy |
12,563
+345
| +3% | +$49.8K | 0.05% | 244 |
|
|
2021
Q3 | $1.61M | Buy |
12,218
+624
| +5% | +$82.3K | 0.05% | 249 |
|
|
2021
Q2 | $1.62M | Buy |
11,594
+1,851
| +19% | +$258K | 0.05% | 233 |
|
|
2021
Q1 | $1.23M | Buy |
9,743
+1,462
| +18% | +$184K | 0.05% | 250 |
|
|
2020
Q4 | $1.1M | Buy |
8,281
+1,374
| +20% | +$182K | 0.05% | 248 |
|
|
2020
Q3 | $723K | Buy |
+6,907
| New | +$723K | 0.03% | 293 |
|
|
2020
Q2 | – | Sell |
-3,130
| Closed | -$234K | – | 596 |
|
|
2020
Q1 | $234K | Sell |
3,130
-67
| -2% | -$5.01K | 0.02% | 434 |
|
|
2019
Q4 | $365K | Sell |
3,197
-78
| -2% | -$8.91K | 0.02% | 428 |
|
|
2019
Q3 | $409K | Sell |
3,275
-8,840
| -73% | -$1.1M | 0.03% | 390 |
|
|
2019
Q2 | $1.62M | Buy |
12,115
+1,677
| +16% | +$224K | 0.06% | 228 |
|
|
2019
Q1 | $990K | Buy |
10,438
+6,316
| +153% | +$599K | 0.04% | 296 |
|
|
2018
Q4 | $319K | Sell |
4,122
-5,109
| -55% | -$395K | 0.03% | 401 |
|
|
2018
Q3 | $855K | Buy |
9,231
+1,760
| +24% | +$163K | 0.03% | 376 |
|
|
2018
Q2 | $545K | Buy |
7,471
+185
| +3% | +$13.5K | 0.02% | 514 |
|
|
2018
Q1 | $506K | Sell |
7,286
-5,159
| -41% | -$358K | 0.02% | 758 |
|
|
2017
Q4 | $601K | Sell |
12,445
-623
| -5% | -$30.1K | 0.02% | 722 |
|
|
2017
Q3 | $601K | Sell |
13,068
-123
| -0.9% | -$5.66K | 0.02% | 719 |
|
|
2017
Q2 | $485K | Sell |
13,191
-259
| -2% | -$9.52K | 0.01% | 786 |
|
|
2017
Q1 | $480K | Sell |
13,450
-8,708
| -39% | -$311K | 0.01% | 793 |
|
|
2016
Q4 | $700K | Buy |
22,158
+4,084
| +23% | +$129K | 0.02% | 639 |
|
|
2016
Q3 | $512K | Sell |
18,074
-3,474
| -16% | -$98.4K | 0.02% | 613 |
|
|
2016
Q2 | $590K | Buy |
21,548
+401
| +2% | +$11K | 0.03% | 539 |
|
|
2016
Q1 | $521K | Buy |
+21,147
| New | +$521K | 0.02% | 567 |
|