Fiduciary Trust’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
1,131
-44
| -4% | -$14.4K | ﹤0.01% | 618 |
|
|
2025
Q1 | $314K | Buy |
1,175
+275
| +31% | +$73.5K | ﹤0.01% | 651 |
|
|
2024
Q4 | $214K | Sell |
900
-16
| -2% | -$3.8K | ﹤0.01% | 647 |
|
|
2024
Q3 | $240K | Buy |
916
+21
| +2% | +$5.49K | ﹤0.01% | 607 |
|
|
2024
Q2 | $200K | Buy |
+895
| New | +$200K | ﹤0.01% | 607 |
|