Forte Capital’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
1,512
| – | – | 0.05% | 172 |
|
|
2025
Q1 | $404K | Hold |
1,512
| – | – | 0.05% | 187 |
|
|
2024
Q4 | $359K | Hold |
1,512
| – | – | 0.04% | 192 |
|
|
2024
Q3 | $395K | Hold |
1,512
| – | – | 0.04% | 186 |
|
|
2024
Q2 | $338K | Hold |
1,512
| – | – | 0.04% | 183 |
|
|
2024
Q1 | $289K | Hold |
1,512
| – | – | 0.04% | 199 |
|
|
2023
Q4 | $270K | Hold |
1,512
| – | – | 0.04% | 194 |
|
|
2023
Q3 | $245K | Sell |
1,512
-153
| -9% | -$24.8K | 0.04% | 191 |
|
|
2023
Q2 | $295K | Hold |
1,665
| – | – | 0.04% | 176 |
|
|
2023
Q1 | $285K | Hold |
1,665
| – | – | 0.04% | 180 |
|
|
2022
Q4 | $256K | Hold |
1,665
| – | – | 0.04% | 179 |
|
|
2022
Q3 | $240K | Hold |
1,665
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $218K | Hold |
1,665
| – | – | 0.04% | 188 |
|
|
2022
Q1 | $240K | Hold |
1,665
| – | – | 0.03% | 207 |
|
|
2021
Q4 | $240K | Sell |
1,665
-335
| -17% | -$48.3K | 0.03% | 207 |
|
|
2021
Q3 | $264K | Hold |
2,000
| – | – | 0.04% | 194 |
|
|
2021
Q2 | $279K | Hold |
2,000
| – | – | 0.04% | 188 |
|
|
2021
Q1 | $252K | Sell |
2,000
-5
| -0.2% | -$630 | 0.04% | 188 |
|
|
2020
Q4 | $265K | Buy |
2,005
+5
| +0.3% | +$661 | 0.04% | 173 |
|
|
2020
Q3 | $209K | Buy |
+2,000
| New | +$209K | 0.04% | 180 |
|