IFS 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 | $16.4K | Hold |
50
| – | – | 0.01% | 63 |
|
|
2025
Q1 | $13.4K | Hold |
50
| – | – | 0.01% | 83 |
|
|
2024
Q4 | $11.9K | Hold |
50
| – | – | 0.01% | 79 |
|
|
2024
Q3 | $13.1K | Hold |
50
| – | – | 0.01% | 57 |
|
|
2024
Q2 | $11.2K | Hold |
50
| – | – | 0.01% | 60 |
|
|
2024
Q1 | $9.55K | Hold |
50
| – | – | 0.01% | 70 |
|
|
2023
Q4 | $8.94K | Hold |
50
| – | – | 0.01% | 66 |
|
|
2023
Q3 | $8.1K | Hold |
50
| – | – | 0.02% | 68 |
|
|
2023
Q2 | $8.85K | Buy |
+50
| New | +$8.85K | 0.02% | 67 |
|