Hennion & Walsh Asset Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
6,504
+1,584
| +32% | +$520K | 0.09% | 304 |
|
|
2025
Q1 | $1.31M | Buy |
4,920
+476
| +11% | +$127K | 0.06% | 404 |
|
|
2024
Q4 | $1.06M | Buy |
4,444
+1,355
| +44% | +$322K | 0.05% | 456 |
|
|
2024
Q3 | $808K | Buy |
3,089
+645
| +26% | +$169K | 0.04% | 502 |
|
|
2024
Q2 | $547K | Buy |
2,444
+836
| +52% | +$187K | 0.03% | 569 |
|
|
2024
Q1 | $307K | Buy |
+1,608
| New | +$307K | 0.02% | 687 |
|