First Horizon 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 | $11.2K | Buy |
34
+25
| +278% | +$8.2K | ﹤0.01% | 1637 |
|
|
2025
Q1 | $2.41K | Hold |
9
| – | – | ﹤0.01% | 1948 |
|
|
2024
Q4 | $2.14K | Hold |
9
| – | – | ﹤0.01% | 1970 |
|
|
2024
Q3 | $2.35K | Hold |
9
| – | – | ﹤0.01% | 1971 |
|
|
2024
Q2 | $2.01K | Sell |
9
-13
| -59% | -$2.91K | ﹤0.01% | 1973 |
|
|
2024
Q1 | $4.2K | Sell |
22
-133
| -86% | -$25.4K | ﹤0.01% | 1851 |
|
|
2023
Q4 | $27.7K | Sell |
155
-70
| -31% | -$12.5K | ﹤0.01% | 1199 |
|
|
2023
Q3 | $36.4K | Sell |
225
-21
| -9% | -$3.4K | ﹤0.01% | 990 |
|
|
2023
Q2 | $43.5K | Sell |
246
-36
| -13% | -$6.37K | ﹤0.01% | 943 |
|
|
2023
Q1 | $48.2K | Sell |
282
-30
| -10% | -$5.13K | ﹤0.01% | 893 |
|
|
2022
Q4 | $47.9K | Sell |
312
-21
| -6% | -$3.23K | ﹤0.01% | 876 |
|
|
2022
Q3 | $47K | Buy |
333
+1
| +0.3% | +$141 | ﹤0.01% | 862 |
|
|
2022
Q2 | $43K | Buy |
+332
| New | +$43K | ﹤0.01% | 988 |
|
|
2022
Q1 | – | Sell |
-412
| Closed | -$59K | – | 1959 |
|
|
2021
Q4 | $59K | Sell |
412
-46
| -10% | -$6.59K | ﹤0.01% | 858 |
|
|
2021
Q3 | $60K | Sell |
458
-5
| -1% | -$655 | ﹤0.01% | 827 |
|
|
2021
Q2 | $64K | Buy |
463
+76
| +20% | +$10.5K | ﹤0.01% | 691 |
|
|
2021
Q1 | $48K | Buy |
+387
| New | +$48K | ﹤0.01% | 757 |
|
|
2019
Q3 | – | Sell |
-247
| Closed | -$33K | – | 1584 |
|
|
2019
Q2 | $33K | Sell |
247
-208
| -46% | -$27.8K | ﹤0.01% | 692 |
|
|
2019
Q1 | $43K | Hold |
455
| – | – | ﹤0.01% | 559 |
|
|
2018
Q4 | $35K | Hold |
455
| – | – | ﹤0.01% | 593 |
|
|
2018
Q3 | $41K | Sell |
455
-113
| -20% | -$10.2K | ﹤0.01% | 634 |
|
|
2018
Q2 | $41K | Sell |
568
-93
| -14% | -$6.71K | ﹤0.01% | 634 |
|
|
2018
Q1 | $46K | Sell |
661
-433
| -40% | -$30.1K | ﹤0.01% | 512 |
|
|
2017
Q4 | $53K | Sell |
1,094
-164
| -13% | -$7.95K | 0.01% | 510 |
|
|
2017
Q3 | $57K | Sell |
1,258
-107
| -8% | -$4.85K | 0.01% | 482 |
|
|
2017
Q2 | $56K | Sell |
1,365
-210
| -13% | -$8.62K | 0.01% | 466 |
|
|
2017
Q1 | $49K | Buy |
1,575
+183
| +13% | +$5.69K | 0.01% | 530 |
|
|
2016
Q4 | $38K | Hold |
1,392
| – | – | ﹤0.01% | 604 |
|
|
2016
Q3 | $38K | Buy |
1,392
+584
| +72% | +$15.9K | ﹤0.01% | 598 |
|
|
2016
Q2 | $22K | Hold |
808
| – | – | ﹤0.01% | 739 |
|
|
2016
Q1 | $20K | Buy |
808
+49
| +6% | +$1.21K | ﹤0.01% | 798 |
|
|
2015
Q4 | $16K | Sell |
759
-32
| -4% | -$675 | ﹤0.01% | 799 |
|
|
2015
Q3 | $15K | Sell |
791
-12
| -1% | -$228 | ﹤0.01% | 884 |
|
|
2015
Q2 | $19K | Buy |
803
+168
| +26% | +$3.98K | ﹤0.01% | 849 |
|
|
2015
Q1 | $15K | Hold |
635
| – | – | ﹤0.01% | 922 |
|
|
2014
Q4 | $16K | Buy |
+635
| New | +$16K | ﹤0.01% | 895 |
|