Fidelis Capital Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Hold |
1,394
| – | – | 0.04% | 292 |
|
|
2025
Q1 | $343K | Buy |
1,394
+2
| +0.1% | +$492 | 0.04% | 297 |
|
|
2024
Q4 | $334K | Buy |
1,392
+1
| +0.1% | +$240 | 0.03% | 320 |
|
|
2024
Q3 | $355K | Hold |
1,391
| – | – | 0.04% | 292 |
|
|
2024
Q2 | $316K | Hold |
1,391
| – | – | 0.05% | 276 |
|
|
2024
Q1 | $266K | Hold |
1,391
| – | – | 0.04% | 311 |
|
|
2023
Q4 | $249K | Hold |
1,391
| – | – | 0.06% | 278 |
|
|
2023
Q3 | $225K | Hold |
1,391
| – | – | 0.08% | 238 |
|
|
2023
Q2 | $246K | Hold |
1,391
| – | – | 0.09% | 232 |
|
|
2023
Q1 | $237K | Buy |
1,391
+22
| +2% | +$3.74K | 0.1% | 214 |
|
|
2022
Q4 | $213K | Buy |
+1,369
| New | +$213K | 0.25% | 103 |
|