IFP Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Sell |
117
-7
| -6% | -$1.81K | ﹤0.01% | 2315 |
|
|
2025
Q1 | $26.2K | Hold |
124
| – | – | ﹤0.01% | 2180 |
|
|
2024
Q4 | $23.1K | Sell |
124
-31
| -20% | -$5.77K | ﹤0.01% | 2181 |
|
|
2024
Q3 | $31.7K | Buy |
155
+90
| +138% | +$18.4K | ﹤0.01% | 1938 |
|
|
2024
Q2 | $11.5K | Buy |
65
+24
| +59% | +$4.26K | ﹤0.01% | 2291 |
|
|
2024
Q1 | $6.31K | Buy |
41
+1
| +3% | +$154 | ﹤0.01% | 2390 |
|
|
2023
Q4 | $5.7K | Buy |
40
+1
| +3% | +$142 | ﹤0.01% | 2378 |
|
|
2023
Q3 | $5.04K | Sell |
39
-21
| -35% | -$2.71K | ﹤0.01% | 2499 |
|
|
2023
Q2 | $8.44K | Hold |
60
| – | – | ﹤0.01% | 2358 |
|
|
2023
Q1 | $4.55K | Sell |
60
-248
| -81% | -$18.8K | ﹤0.01% | 2607 |
|
|
2022
Q4 | $34K | Buy |
308
+50
| +19% | +$5.52K | ﹤0.01% | 2508 |
|
|
2022
Q3 | $34K | Buy |
258
+17
| +7% | +$2.24K | ﹤0.01% | 2666 |
|
|
2022
Q2 | $31K | Hold |
241
| – | – | ﹤0.01% | 2508 |
|
|
2022
Q1 | $31K | Buy |
241
+154
| +177% | +$19.8K | ﹤0.01% | 2508 |
|
|
2021
Q4 | $12K | Hold |
87
| – | – | ﹤0.01% | 2110 |
|
|
2021
Q3 | $10K | Buy |
87
+65
| +295% | +$7.47K | ﹤0.01% | 2215 |
|
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 2613 |
|
|
2021
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 2537 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3400 |
|
|
2020
Q3 | – | Sell |
-705
| Closed | -$60K | – | 3278 |
|
|
2020
Q2 | $60K | Buy |
705
+8
| +1% | +$681 | ﹤0.01% | 1135 |
|
|
2020
Q1 | $54K | Buy |
+697
| New | +$54K | 0.01% | 1085 |
|
|
2019
Q1 | – | Sell |
-8
| Closed | – | – | 2774 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3625 |
|
|
2017
Q1 | – | Sell |
-186
| Closed | -$6K | – | 4015 |
|
|
2016
Q4 | $6K | Hold |
186
| – | – | ﹤0.01% | 3163 |
|
|
2016
Q3 | $6K | Hold |
186
| – | – | ﹤0.01% | 3117 |
|
|
2016
Q2 | $5K | Buy |
+186
| New | +$5K | ﹤0.01% | 3130 |
|
|
2016
Q1 | – | Sell |
-88
| Closed | -$2K | – | 2817 |
|
|
2015
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 3307 |
|