Geneos Wealth 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 | $50.5K | Sell |
154
-412
| -73% | -$135K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $151K | Buy |
566
+448
| +380% | +$120K | ﹤0.01% | 1353 |
|
|
2024
Q4 | $28.1K | Buy |
118
+1
| +0.9% | +$238 | ﹤0.01% | 1568 |
|
|
2024
Q3 | $30.6K | Buy |
+117
| New | +$30.6K | ﹤0.01% | 1386 |
|
|
2021
Q2 | – | Sell |
-193
| Closed | -$27K | – | 2964 |
|
|
2021
Q1 | $27K | Buy |
+193
| New | +$27K | ﹤0.01% | 1918 |
|
|
2020
Q1 | – | Sell |
-77
| Closed | -$8K | – | 2534 |
|
|
2019
Q4 | $8K | Sell |
77
-135
| -64% | -$14K | ﹤0.01% | 2050 |
|
|
2019
Q3 | $26K | Hold |
212
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q2 | $28K | Hold |
212
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q1 | $20K | Hold |
212
| – | – | ﹤0.01% | 1568 |
|
|
2018
Q4 | $16K | Hold |
212
| – | – | ﹤0.01% | 1594 |
|
|
2018
Q3 | $19K | Buy |
212
+42
| +25% | +$3.76K | ﹤0.01% | 1590 |
|
|
2018
Q2 | $12K | Sell |
170
-444
| -72% | -$31.3K | ﹤0.01% | 1642 |
|
|
2018
Q1 | $42K | Buy |
614
+262
| +74% | +$17.9K | ﹤0.01% | 1064 |
|
|
2017
Q4 | $16K | Hold |
352
| – | – | ﹤0.01% | 1466 |
|
|
2017
Q3 | $16K | Buy |
352
+254
| +259% | +$11.5K | ﹤0.01% | 1406 |
|
|
2017
Q2 | $3K | Sell |
98
-188
| -66% | -$5.76K | ﹤0.01% | 1849 |
|
|
2017
Q1 | $10K | Buy |
286
+188
| +192% | +$6.57K | ﹤0.01% | 1478 |
|
|
2016
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 1764 |
|
|
2016
Q3 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 1780 |
|