Focus Partners Wealth’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
15,539
+953
| +7% | +$313K | 0.01% | 669 |
|
|
2025
Q1 | $3.9M | Sell |
14,586
-71
| -0.5% | -$19K | 0.01% | 693 |
|
|
2024
Q4 | $3.48M | Buy |
14,657
+3,745
| +34% | +$890K | 0.01% | 704 |
|
|
2024
Q3 | $2.85M | Sell |
10,912
-13,608
| -55% | -$3.56M | 0.01% | 690 |
|
|
2024
Q2 | $5.48M | Buy |
24,520
+12,136
| +98% | +$2.71M | 0.02% | 483 |
|
|
2024
Q1 | $2.37M | Buy |
12,384
+3,723
| +43% | +$711K | 0.02% | 451 |
|
|
2023
Q4 | $1.55M | Buy |
+8,661
| New | +$1.55M | 0.02% | 385 |
|