Global Financial Private Client’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-62
| Closed | -$16.6K | – | 800 |
|
|
2025
Q1 | $16.6K | Buy |
62
+4
| +7% | +$1.07K | 0.01% | 480 |
|
|
2024
Q4 | $13.8K | Buy |
58
+1
| +2% | +$238 | 0.01% | 486 |
|
|
2024
Q3 | $14.9K | Hold |
57
| – | – | 0.01% | 474 |
|
|
2024
Q2 | $12.7K | Hold |
57
| – | – | 0.01% | 424 |
|
|
2024
Q1 | $10.7K | Hold |
57
| – | – | ﹤0.01% | 453 |
|
|
2023
Q4 | $10.2K | Hold |
57
| – | – | ﹤0.01% | 457 |
|
|
2023
Q3 | $9.18K | Hold |
57
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $10K | Hold |
57
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $9.82K | Hold |
57
| – | – | 0.01% | 450 |
|
|
2022
Q4 | $8.76K | Hold |
57
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $8.42K | Hold |
57
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $7.6K | Hold |
57
| – | – | ﹤0.01% | 422 |
|
|
2022
Q1 | $8.91K | Hold |
57
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $8.22K | Hold |
57
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $7.72K | Hold |
57
| – | – | ﹤0.01% | 371 |
|
|
2021
Q2 | $8.02K | Hold |
57
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $7.3K | Hold |
57
| – | – | 0.01% | 333 |
|
|
2020
Q4 | $7.55K | Hold |
57
| – | – | 0.01% | 325 |
|
|
2020
Q3 | $6.01K | Hold |
57
| – | – | 0.01% | 331 |
|
|
2020
Q2 | $5.74K | Hold |
57
| – | – | 0.01% | 384 |
|
|
2020
Q1 | $3.92K | Hold |
57
| – | – | ﹤0.01% | 410 |
|
|
2019
Q4 | $6.51K | Buy |
+57
| New | +$6.51K | 0.01% | 404 |
|