IFM Investors’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 | $2.23M | Buy |
8,610
+631
| +8% | +$163K | 0.02% | 492 |
|
|
2025
Q1 | $1.68M | Buy |
7,979
+683
| +9% | +$144K | 0.02% | 525 |
|
|
2024
Q4 | $1.36M | Sell |
7,296
-771
| -10% | -$143K | 0.01% | 563 |
|
|
2024
Q3 | $1.64M | Hold |
8,067
| – | – | 0.02% | 554 |
|
|
2024
Q2 | $1.43M | Sell |
8,067
-596
| -7% | -$106K | 0.01% | 565 |
|
|
2024
Q1 | $1.33M | Hold |
8,663
| – | – | 0.01% | 572 |
|
|
2023
Q4 | $1.23M | Hold |
8,663
| – | – | 0.02% | 539 |
|
|
2023
Q3 | $1.12M | Buy |
8,663
+532
| +7% | +$68.7K | 0.01% | 587 |
|
|
2023
Q2 | $1.14M | Buy |
8,131
+1,572
| +24% | +$221K | 0.02% | 582 |
|
|
2023
Q1 | $891K | Buy |
6,559
+318
| +5% | +$43.2K | 0.01% | 590 |
|
|
2022
Q4 | $748K | Sell |
6,241
-5,907
| -49% | -$708K | 0.01% | 592 |
|
|
2022
Q3 | $1.39M | Hold |
12,148
| – | – | 0.03% | 524 |
|
|
2022
Q2 | $1.28M | Hold |
12,148
| – | – | 0.02% | 541 |
|
|
2022
Q1 | $1.54M | Buy |
12,148
+502
| +4% | +$63.7K | 0.02% | 529 |
|
|
2021
Q4 | $1.5M | Sell |
11,646
-307
| -3% | -$39.5K | 0.03% | 526 |
|
|
2021
Q3 | $1.42M | Hold |
11,953
| – | – | 0.03% | 516 |
|
|
2021
Q2 | $1.48M | Buy |
11,953
+2,795
| +31% | +$347K | 0.03% | 530 |
|
|
2021
Q1 | $1.04M | Buy |
9,158
+958
| +12% | +$109K | 0.03% | 535 |
|
|
2020
Q4 | $960K | Buy |
8,200
+2,000
| +32% | +$234K | 0.03% | 509 |
|
|
2020
Q3 | $550K | Sell |
6,200
-144
| -2% | -$12.8K | 0.02% | 543 |
|
|
2020
Q2 | $515K | Sell |
6,344
-541
| -8% | -$43.9K | 0.03% | 517 |
|
|
2020
Q1 | $454K | Sell |
6,885
-124
| -2% | -$8.18K | 0.02% | 541 |
|
|
2019
Q4 | $628K | Sell |
7,009
-246
| -3% | -$22K | 0.02% | 570 |
|
|
2019
Q3 | $706K | Buy |
7,255
+2,531
| +54% | +$246K | 0.03% | 541 |
|
|
2019
Q2 | $488K | Buy |
+4,724
| New | +$488K | 0.03% | 532 |
|