Fortis Capital Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,215
| Closed | -$1.08M | – | 271 |
|
|
2024
Q4 | $1.08M | Buy |
4,215
+2,079
| +97% | +$533K | 0.37% | 56 |
|
|
2024
Q3 | $559K | Sell |
2,136
-1,910
| -47% | -$499K | 0.19% | 96 |
|
|
2024
Q2 | $905K | Buy |
4,046
+1,990
| +97% | +$445K | 0.33% | 59 |
|
|
2024
Q1 | $393K | Buy |
+2,056
| New | +$393K | 0.17% | 113 |
|