FineMark National Bank & 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 | $458K | Buy |
1,396
+375
| +37% | +$123K | 0.02% | 308 |
|
|
2025
Q1 | $273K | Hold |
1,021
| – | – | 0.01% | 367 |
|
|
2024
Q4 | $243K | Sell |
1,021
-375
| -27% | -$89.2K | 0.01% | 380 |
|
|
2024
Q3 | $365K | Hold |
1,396
| – | – | 0.01% | 326 |
|
|
2024
Q2 | $312K | Hold |
1,396
| – | – | 0.01% | 338 |
|
|
2024
Q1 | $267K | Hold |
1,396
| – | – | 0.01% | 366 |
|
|
2023
Q4 | $250K | Hold |
1,396
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $226K | Hold |
1,396
| – | – | 0.01% | 370 |
|
|
2023
Q2 | $247K | Sell |
1,396
-352
| -20% | -$62.3K | 0.01% | 372 |
|
|
2023
Q1 | $299K | Buy |
1,748
+13
| +0.7% | +$2.22K | 0.01% | 338 |
|
|
2022
Q4 | $267K | Hold |
1,735
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $250K | Sell |
1,735
-5
| -0.3% | -$720 | 0.01% | 338 |
|
|
2022
Q2 | $228K | Buy |
1,740
+5
| +0.3% | +$655 | 0.01% | 378 |
|
|
2022
Q1 | $266K | Hold |
1,735
| – | – | 0.01% | 385 |
|
|
2021
Q4 | $250K | Sell |
1,735
-427
| -20% | -$61.5K | 0.01% | 401 |
|
|
2021
Q3 | $285K | Buy |
2,162
+27
| +1% | +$3.56K | 0.01% | 373 |
|
|
2021
Q2 | $298K | Hold |
2,135
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $269K | Sell |
2,135
-20
| -0.9% | -$2.52K | 0.01% | 380 |
|
|
2020
Q4 | $285K | Sell |
2,155
-153
| -7% | -$20.2K | 0.01% | 341 |
|
|
2020
Q3 | $242K | Buy |
+2,308
| New | +$242K | 0.01% | 342 |
|
|
2020
Q1 | – | Sell |
-1,837
| Closed | -$210K | – | 361 |
|
|
2019
Q4 | $210K | Hold |
1,837
| – | – | 0.01% | 360 |
|
|
2019
Q3 | $229K | Buy |
1,837
+54
| +3% | +$6.73K | 0.01% | 337 |
|
|
2019
Q2 | $239K | Buy |
+1,783
| New | +$239K | 0.01% | 321 |
|
|
2018
Q3 | – | Sell |
-2,856
| Closed | -$208K | – | 360 |
|
|
2018
Q2 | $208K | Buy |
+2,856
| New | +$208K | 0.01% | 378 |
|
|
2017
Q1 | – | Sell |
-3,804
| Closed | -$120K | – | 636 |
|
|
2016
Q4 | $120K | Sell |
3,804
-210
| -5% | -$6.63K | 0.01% | 430 |
|
|
2016
Q3 | $114K | Buy |
4,014
+1,055
| +36% | +$30K | 0.01% | 422 |
|
|
2016
Q2 | $81K | Buy |
2,959
+12
| +0.4% | +$328 | 0.01% | 492 |
|
|
2016
Q1 | $73K | Buy |
2,947
+86
| +3% | +$2.13K | 0.01% | 487 |
|
|
2015
Q4 | $64K | Buy |
2,861
+215
| +8% | +$4.81K | 0.01% | 537 |
|
|
2015
Q3 | $53K | Sell |
2,646
-530
| -17% | -$10.6K | 0.01% | 617 |
|
|
2015
Q2 | $76K | Buy |
3,176
+3,108
| +4,571% | +$74.4K | 0.01% | 544 |
|
|
2015
Q1 | $2K | Sell |
68
-15
| -18% | -$441 | ﹤0.01% | 1253 |
|
|
2014
Q4 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 1269 |
|