Forum Financial Management’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 |
-3,554
| Closed | -$845K | – | 894 |
|
|
2024
Q4 | $845K | Sell |
3,554
-481
| -12% | -$114K | 0.01% | 233 |
|
|
2024
Q3 | $1.06M | Buy |
4,035
+1
| +0% | +$261 | 0.02% | 181 |
|
|
2024
Q2 | $902K | Buy |
4,034
+1
| +0% | +$224 | 0.02% | 190 |
|
|
2024
Q1 | $770K | Hold |
4,033
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $721K | Hold |
4,033
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $653K | Hold |
4,033
| – | – | 0.01% | 220 |
|
|
2023
Q2 | $714K | Sell |
4,033
-2
| -0% | -$354 | 0.02% | 217 |
|
|
2023
Q1 | $690K | Buy |
4,035
+1
| +0% | +$171 | 0.02% | 198 |
|
|
2022
Q4 | $620K | Buy |
4,034
+1
| +0% | +$154 | 0.02% | 209 |
|
|
2022
Q3 | $581K | Hold |
4,033
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $529K | Buy |
4,033
+37
| +0.9% | +$4.85K | 0.03% | 225 |
|
|
2022
Q1 | $613K | Buy |
3,996
+33
| +0.8% | +$5.06K | 0.03% | 205 |
|
|
2021
Q4 | $572K | Buy |
+3,963
| New | +$572K | 0.03% | 216 |
|