Forum Financial Management’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 Q1	–	Sell	-3,554	Closed	-$845K	–	895
2024 Q4	$845K	Sell	3,554 -481	-12%	-$125K	0.01%	233
2024 Q3	$1.06M	Buy	4,035 +1	+0%	+$242	0.02%	182
2024 Q2	$902K	Buy	4,034 +1	+0%	+$211	0.02%	191
2024 Q1	$770K	Hold	4,033	–	–	0.01%	233
2023 Q4	$721K	Hold	4,033	–	–	0.01%	210
2023 Q3	$653K	Hold	4,033	–	–	0.01%	220
2023 Q2	$714K	Sell	4,033 -2	-0%	-$337	0.02%	217
2023 Q1	$690K	Buy	4,035 +1	+0%	+$168	0.02%	198
2022 Q4	$620K	Buy	4,034 +1	+0%	+$156	0.02%	209
2022 Q3	$581K	Hold	4,033	–	–	0.03%	197
2022 Q2	$529K	Buy	4,033 +37	+0.9%	+$5.21K	0.03%	225
2022 Q1	$613K	Buy	3,996 +33	+0.8%	+$4.79K	0.03%	205
2021 Q4	$572K	Buy	+3,963	New	+$559K	0.03%	217