ICW Investment 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 | $939K | Buy |
3,629
+133
| +4% | +$34.4K | 0.37% | 95 |
|
|
2025
Q1 | $738K | Buy |
3,496
+13
| +0.4% | +$2.74K | 0.3% | 104 |
|
|
2024
Q4 | $648K | Buy |
3,483
+32
| +0.9% | +$5.95K | 0.27% | 108 |
|
|
2024
Q3 | $703K | Buy |
3,451
+76
| +2% | +$15.5K | 0.29% | 103 |
|
|
2024
Q2 | $599K | Hold |
3,375
| – | – | 0.27% | 107 |
|
|
2024
Q1 | $520K | Buy |
3,375
+58
| +2% | +$8.93K | 0.23% | 114 |
|
|
2023
Q4 | $473K | Buy |
3,317
+24
| +0.7% | +$3.42K | 0.23% | 114 |
|
|
2023
Q3 | $426K | Buy |
3,293
+554
| +20% | +$71.6K | 0.23% | 113 |
|
|
2023
Q2 | $385K | Sell |
2,739
-8
| -0.3% | -$1.13K | 0.21% | 113 |
|
|
2023
Q1 | $373K | Buy |
2,747
+198
| +8% | +$26.9K | 0.21% | 112 |
|
|
2022
Q4 | $306K | Buy |
2,549
+190
| +8% | +$22.8K | 0.18% | 119 |
|
|
2022
Q3 | $270K | Buy |
2,359
+2
| +0.1% | +$229 | 0.18% | 119 |
|
|
2022
Q2 | $248K | Hold |
2,357
| – | – | 0.16% | 125 |
|
|
2022
Q1 | $299K | Buy |
2,357
+23
| +1% | +$2.92K | 0.17% | 122 |
|
|
2021
Q4 | $300K | Buy |
2,334
+17
| +0.7% | +$2.19K | 0.17% | 123 |
|
|
2021
Q3 | $274K | Buy |
2,317
+34
| +1% | +$4.02K | 0.18% | 122 |
|
|
2021
Q2 | $284K | Hold |
2,283
| – | – | 0.19% | 120 |
|
|
2021
Q1 | $259K | Buy |
2,283
+1
| +0% | +$113 | 0.18% | 120 |
|
|
2020
Q4 | $269K | Sell |
2,282
-279
| -11% | -$32.9K | 0.19% | 119 |
|
|
2020
Q3 | $227K | Buy |
2,561
+3
| +0.1% | +$266 | 0.17% | 121 |
|
|
2020
Q2 | $208K | Buy |
+2,558
| New | +$208K | 0.17% | 122 |
|
|
2020
Q1 | – | Sell |
-545
| Closed | -$49K | – | 137 |
|
|
2019
Q4 | $49K | Buy |
+545
| New | +$49K | 0.04% | 140 |
|