FPAS
Focus Partners Advisor Solutions’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
6,449
-289
| -4% | -$94.8K | 0.03% | 264 |
|
|
2025
Q1 | $1.8M | Sell |
6,738
-138
| -2% | -$36.9K | 0.03% | 273 |
|
|
2024
Q4 | $1.63M | Sell |
6,876
-1,717
| -20% | -$408K | 0.03% | 251 |
|
|
2024
Q3 | $2.25M | Buy |
8,593
+14
| +0.2% | +$3.66K | 0.05% | 184 |
|
|
2024
Q2 | $1.92M | Sell |
8,579
-209
| -2% | -$46.7K | 0.05% | 174 |
|
|
2024
Q1 | $1.68M | Sell |
8,788
-613
| -7% | -$117K | 0.05% | 176 |
|
|
2023
Q4 | $1.68M | Sell |
9,401
-122
| -1% | -$21.8K | 0.08% | 115 |
|
|
2023
Q3 | $1.54M | Buy |
9,523
+126
| +1% | +$20.4K | 0.07% | 128 |
|
|
2023
Q2 | $1.66M | Buy |
+9,397
| New | +$1.66M | 0.09% | 95 |
|
|
2022
Q4 | – | Sell |
-9,446
| Closed | -$1.36M | – | 383 |
|
|
2022
Q3 | $1.36M | Buy |
9,446
+32
| +0.3% | +$4.61K | 0.08% | 120 |
|
|
2022
Q2 | $1.23M | Sell |
9,414
-1,008
| -10% | -$132K | 0.1% | 98 |
|
|
2022
Q1 | $1.6M | Buy |
+10,422
| New | +$1.6M | 0.16% | 85 |
|