Freedom Investment Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
1,711
-253
| -13% | -$83K | 0.04% | 407 |
|
|
2025
Q1 | $525K | Sell |
1,964
-102
| -5% | -$27.3K | 0.04% | 408 |
|
|
2024
Q4 | $491K | Buy |
2,066
+16
| +0.8% | +$3.8K | 0.04% | 435 |
|
|
2024
Q3 | $536K | Sell |
2,050
-336
| -14% | -$87.9K | 0.04% | 422 |
|
|
2024
Q2 | $534K | Sell |
2,386
-456
| -16% | -$102K | 0.04% | 414 |
|
|
2024
Q1 | $543K | Buy |
+2,842
| New | +$543K | 0.04% | 412 |
|
|
2022
Q4 | – | Sell |
-4,986
| Closed | -$718K | – | 742 |
|
|
2022
Q3 | $718K | Buy |
4,986
+279
| +6% | +$40.2K | 0.08% | 314 |
|
|
2022
Q2 | $617K | Sell |
4,707
-2,954
| -39% | -$387K | 0.07% | 372 |
|
|
2022
Q1 | $1.1M | Buy |
7,661
+2,506
| +49% | +$361K | 0.1% | 264 |
|
|
2021
Q4 | $743K | Sell |
5,155
-2,810
| -35% | -$405K | 0.05% | 429 |
|
|
2021
Q3 | $1.01M | Buy |
7,965
+2,788
| +54% | +$355K | 0.08% | 318 |
|
|
2021
Q2 | $722K | Sell |
5,177
-30
| -0.6% | -$4.18K | 0.05% | 422 |
|
|
2021
Q1 | $655K | Sell |
5,207
-210
| -4% | -$26.4K | 0.05% | 435 |
|
|
2020
Q4 | $717K | Sell |
5,417
-217
| -4% | -$28.7K | 0.08% | 252 |
|
|
2020
Q3 | $590K | Sell |
5,634
-21
| -0.4% | -$2.2K | 0.06% | 254 |
|
|
2020
Q2 | $564K | Sell |
5,655
-25
| -0.4% | -$2.49K | 0.06% | 241 |
|
|
2020
Q1 | $730K | Hold |
5,680
| – | – | 0.06% | 247 |
|
|
2019
Q4 | $648K | Sell |
5,680
-312
| -5% | -$35.6K | 0.06% | 286 |
|
|
2019
Q3 | $748K | Buy |
+5,992
| New | +$748K | 0.07% | 263 |
|