Forte Capital’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $395K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $209K | Buy |
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