HighTower 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 | $39.3M | Sell |
119,891
-214
| -0.2% | -$70.2K | 0.05% | 386 |
|
|
2025
Q1 | $32.1M | Sell |
120,105
-1,326
| -1% | -$354K | 0.04% | 405 |
|
|
2024
Q4 | $28.9M | Buy |
121,431
+95,326
| +365% | +$22.7M | 0.04% | 423 |
|
|
2024
Q3 | $6.82M | Sell |
26,105
-1,117
| -4% | -$292K | 0.01% | 904 |
|
|
2024
Q2 | $6.08M | Buy |
27,222
+5,802
| +27% | +$1.3M | 0.01% | 925 |
|
|
2024
Q1 | $4.09M | Sell |
21,420
-6,425
| -23% | -$1.23M | 0.01% | 1048 |
|
|
2023
Q4 | $4.98M | Sell |
27,845
-769
| -3% | -$138K | 0.01% | 972 |
|
|
2023
Q3 | $4.64M | Buy |
28,614
+81
| +0.3% | +$13.1K | 0.01% | 967 |
|
|
2023
Q2 | $5.05M | Buy |
28,533
+7,986
| +39% | +$1.41M | 0.01% | 896 |
|
|
2023
Q1 | $3.51M | Sell |
20,547
-312
| -1% | -$53.3K | 0.01% | 1006 |
|
|
2022
Q4 | $3.21M | Buy |
20,859
+632
| +3% | +$97.3K | 0.01% | 1030 |
|
|
2022
Q3 | $2.9M | Sell |
20,227
-65
| -0.3% | -$9.33K | 0.01% | 1030 |
|
|
2022
Q2 | $2.66M | Buy |
20,292
+508
| +3% | +$66.5K | 0.01% | 1094 |
|
|
2022
Q1 | $3.03M | Buy |
19,784
+1,572
| +9% | +$241K | 0.01% | 1138 |
|
|
2021
Q4 | $2.62M | Buy |
18,212
+1,597
| +10% | +$229K | 0.01% | 1209 |
|
|
2021
Q3 | $2.2M | Buy |
16,615
+1,130
| +7% | +$149K | 0.01% | 1202 |
|
|
2021
Q2 | $2.16M | Buy |
15,485
+5,010
| +48% | +$699K | 0.01% | 1179 |
|
|
2021
Q1 | $1.32M | Sell |
10,475
-595
| -5% | -$74.9K | ﹤0.01% | 1415 |
|
|
2020
Q4 | $1.47M | Sell |
11,070
-451
| -4% | -$59.8K | 0.01% | 1047 |
|
|
2020
Q3 | $1.21M | Buy |
11,521
+895
| +8% | +$93.8K | 0.01% | 1116 |
|
|
2020
Q2 | $1.05M | Buy |
10,626
+784
| +8% | +$77.7K | 0.01% | 1092 |
|
|
2020
Q1 | $725K | Buy |
9,842
+660
| +7% | +$48.6K | ﹤0.01% | 1155 |
|
|
2019
Q4 | $1.05M | Buy |
9,182
+14
| +0.2% | +$1.61K | 0.01% | 1123 |
|
|
2019
Q3 | $1.13M | Buy |
9,168
+2,946
| +47% | +$364K | 0.01% | 1121 |
|
|
2019
Q2 | $833K | Sell |
6,222
-549
| -8% | -$73.5K | 0.01% | 1274 |
|
|
2019
Q1 | $639K | Buy |
6,771
+662
| +11% | +$62.5K | ﹤0.01% | 1332 |
|
|
2018
Q4 | $471K | Buy |
6,109
+980
| +19% | +$75.6K | ﹤0.01% | 1382 |
|
|
2018
Q3 | $474K | Buy |
5,129
+2,333
| +83% | +$216K | ﹤0.01% | 1483 |
|
|
2018
Q2 | $206K | Buy |
+2,796
| New | +$206K | ﹤0.01% | 1880 |
|