Fiduciary Group’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 | $1.64M | Sell |
6,322
-39
| -0.6% | -$10.1K | 0.15% | 121 |
|
|
2025
Q1 | $1.34M | Sell |
6,361
-48
| -0.7% | -$10.1K | 0.13% | 129 |
|
|
2024
Q4 | $1.19M | Sell |
6,409
-248
| -4% | -$46.1K | 0.12% | 134 |
|
|
2024
Q3 | $1.36M | Sell |
6,657
-80
| -1% | -$16.3K | 0.14% | 124 |
|
|
2024
Q2 | $1.2M | Sell |
6,737
-69
| -1% | -$12.2K | 0.13% | 127 |
|
|
2024
Q1 | $1.05M | Sell |
6,806
-215
| -3% | -$33.1K | 0.11% | 131 |
|
|
2023
Q4 | $1M | Sell |
7,021
-823
| -10% | -$117K | 0.12% | 127 |
|
|
2023
Q3 | $1.01M | Sell |
7,844
-14
| -0.2% | -$1.81K | 0.13% | 116 |
|
|
2023
Q2 | $1.1M | Sell |
7,858
-50
| -0.6% | -$7.03K | 0.14% | 112 |
|
|
2023
Q1 | $1.07M | Sell |
7,908
-58
| -0.7% | -$7.88K | 0.14% | 117 |
|
|
2022
Q4 | $955K | Sell |
7,966
-384
| -5% | -$46K | 0.13% | 118 |
|
|
2022
Q3 | $1.07M | Sell |
8,350
-2,890
| -26% | -$369K | 0.14% | 113 |
|
|
2022
Q2 | $1.44M | Sell |
11,240
-9,662
| -46% | -$1.24M | 0.18% | 97 |
|
|
2022
Q1 | $2.25M | Sell |
20,902
-2,970
| -12% | -$320K | 0.3% | 73 |
|
|
2021
Q4 | $3.07M | Buy |
23,872
+1,028
| +5% | +$132K | 0.34% | 68 |
|
|
2021
Q3 | $2.86M | Buy |
22,844
+3,376
| +17% | +$423K | 0.32% | 68 |
|
|
2021
Q2 | $2.28M | Buy |
19,468
+2,672
| +16% | +$312K | 0.26% | 72 |
|
|
2021
Q1 | $2.12M | Sell |
16,796
-29
| -0.2% | -$3.66K | 0.26% | 74 |
|
|
2020
Q4 | $1.97M | Buy |
16,825
+1,028
| +7% | +$120K | 0.26% | 75 |
|
|
2020
Q3 | $1.4M | Buy |
+15,797
| New | +$1.4M | 0.21% | 85 |
|