GHP Investment Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
792
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $212K | Buy |
792
+1
| +0.1% | +$267 | 0.01% | 371 |
|
|
2024
Q4 | $188K | Hold |
791
| – | – | 0.01% | 380 |
|
|
2024
Q3 | $207K | Hold |
791
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $177K | Hold |
791
| – | – | 0.01% | 383 |
|
|
2024
Q1 | $151K | Buy |
791
+1
| +0.1% | +$191 | 0.01% | 402 |
|
|
2023
Q4 | $141K | Hold |
790
| – | – | 0.01% | 403 |
|
|
2023
Q3 | $130K | Hold |
790
| – | – | 0.01% | 405 |
|
|
2023
Q2 | $135K | Hold |
790
| – | – | 0.01% | 401 |
|
|
2023
Q1 | $135K | Hold |
790
| – | – | 0.01% | 404 |
|
|
2022
Q4 | $121K | Hold |
790
| – | – | 0.01% | 415 |
|
|
2022
Q3 | $114K | Buy |
790
+1
| +0.1% | +$144 | 0.01% | 404 |
|
|
2022
Q2 | $103K | Hold |
789
| – | – | 0.01% | 417 |
|
|
2022
Q1 | $121K | Buy |
+789
| New | +$121K | 0.01% | 404 |
|