GM Advisory Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Hold |
2,949
| – | – | 0.05% | 145 |
|
|
2025
Q1 | $788K | Buy |
2,949
+1
| +0% | +$267 | 0.04% | 144 |
|
|
2024
Q4 | $701K | Hold |
2,948
| – | – | 0.04% | 146 |
|
|
2024
Q3 | $771K | Buy |
2,948
+965
| +49% | +$252K | 0.05% | 136 |
|
|
2024
Q2 | $443K | Hold |
1,983
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $379K | Hold |
1,983
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $355K | Hold |
1,983
| – | – | 0.03% | 163 |
|
|
2023
Q3 | $321K | Hold |
1,983
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $351K | Hold |
1,983
| – | – | 0.03% | 147 |
|
|
2023
Q1 | $339K | Hold |
1,983
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $305K | Hold |
1,983
| – | – | 0.03% | 136 |
|
|
2022
Q3 | $286K | Buy |
1,983
+1
| +0.1% | +$144 | 0.04% | 148 |
|
|
2022
Q2 | $260K | Hold |
1,982
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $304K | Buy |
1,982
+1
| +0.1% | +$153 | 0.04% | 159 |
|
|
2021
Q4 | $286K | Hold |
1,981
| – | – | 0.03% | 164 |
|
|
2021
Q3 | $261K | Buy |
1,981
+2
| +0.1% | +$264 | 0.03% | 172 |
|
|
2021
Q2 | $276K | Hold |
1,979
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $249K | Buy |
1,979
+1
| +0.1% | +$126 | 0.03% | 170 |
|
|
2020
Q4 | $262K | Sell |
1,978
-2,571
| -57% | -$341K | 0.04% | 146 |
|
|
2020
Q3 | $476K | Buy |
+4,549
| New | +$476K | 0.07% | 98 |
|
|
2020
Q1 | – | Sell |
-1,975
| Closed | -$225K | – | 133 |
|
|
2019
Q4 | $225K | Hold |
1,975
| – | – | 0.07% | 84 |
|
|
2019
Q3 | $247K | Buy |
1,975
+1
| +0.1% | +$125 | 0.08% | 93 |
|
|
2019
Q2 | $264K | Buy |
+1,974
| New | +$264K | 0.08% | 87 |
|