HighTower Advisors’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
6,873
+2,785
| +68% | +$721K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $862K | Sell |
4,088
-189
| -4% | -$39.9K | ﹤0.01% | 2045 |
|
|
2024
Q4 | $796K | Sell |
4,277
-11
| -0.3% | -$2.05K | ﹤0.01% | 2125 |
|
|
2024
Q3 | $871K | Sell |
4,288
-435
| -9% | -$88.4K | ﹤0.01% | 2014 |
|
|
2024
Q2 | $836K | Buy |
4,723
+899
| +24% | +$159K | ﹤0.01% | 1948 |
|
|
2024
Q1 | $581K | Sell |
3,824
-2,357
| -38% | -$358K | ﹤0.01% | 2165 |
|
|
2023
Q4 | $875K | Buy |
6,181
+560
| +10% | +$79.3K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $726K | Sell |
5,621
-10,508
| -65% | -$1.36M | ﹤0.01% | 1968 |
|
|
2023
Q2 | $2.26M | Buy |
16,129
+11,530
| +251% | +$1.62M | ﹤0.01% | 1281 |
|
|
2023
Q1 | $622K | Sell |
4,599
-449
| -9% | -$60.7K | ﹤0.01% | 1956 |
|
|
2022
Q4 | $612K | Buy |
5,048
+387
| +8% | +$46.9K | ﹤0.01% | 1970 |
|
|
2022
Q3 | $539K | Buy |
4,661
+129
| +3% | +$14.9K | ﹤0.01% | 1959 |
|
|
2022
Q2 | $485K | Sell |
4,532
-77
| -2% | -$8.24K | ﹤0.01% | 2059 |
|
|
2022
Q1 | $587K | Buy |
4,609
+772
| +20% | +$98.3K | ﹤0.01% | 2060 |
|
|
2021
Q4 | $490K | Buy |
3,837
+109
| +3% | +$13.9K | ﹤0.01% | 2158 |
|
|
2021
Q3 | $441K | Sell |
3,728
-8,137
| -69% | -$963K | ﹤0.01% | 2133 |
|
|
2021
Q2 | $1.47M | Buy |
11,865
+1,286
| +12% | +$159K | ﹤0.01% | 1417 |
|
|
2021
Q1 | $1.21M | Buy |
10,579
+1,220
| +13% | +$139K | ﹤0.01% | 1462 |
|
|
2020
Q4 | $1.1M | Buy |
9,359
+525
| +6% | +$61.6K | ﹤0.01% | 1204 |
|
|
2020
Q3 | $787K | Buy |
8,834
+1,405
| +19% | +$125K | ﹤0.01% | 1343 |
|
|
2020
Q2 | $608K | Buy |
7,429
+1,813
| +32% | +$148K | ﹤0.01% | 1358 |
|
|
2020
Q1 | $357K | Buy |
5,616
+1,998
| +55% | +$127K | ﹤0.01% | 1461 |
|
|
2019
Q4 | $323K | Buy |
3,618
+271
| +8% | +$24.2K | ﹤0.01% | 1670 |
|
|
2019
Q3 | $327K | Buy |
+3,347
| New | +$327K | ﹤0.01% | 1729 |
|
|
2018
Q2 | – | Sell |
-11,300
| Closed | -$640K | – | 2152 |
|
|
2018
Q1 | $640K | Buy |
+11,300
| New | +$640K | 0.01% | 1304 |
|