IHT Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
5,717
+117
| +2% | +$38.4K | 0.05% | 325 |
|
|
2025
Q1 | $1.5M | Buy |
5,600
+363
| +7% | +$97K | 0.05% | 350 |
|
|
2024
Q4 | $1.25M | Sell |
5,237
-2,260
| -30% | -$537K | 0.04% | 382 |
|
|
2024
Q3 | $1.96M | Buy |
7,497
+2,534
| +51% | +$663K | 0.06% | 324 |
|
|
2024
Q2 | $1.11M | Sell |
4,963
-467
| -9% | -$104K | 0.04% | 393 |
|
|
2024
Q1 | $1.04M | Sell |
5,430
-453
| -8% | -$86.5K | 0.04% | 414 |
|
|
2023
Q4 | $1.05M | Sell |
5,883
-2
| -0% | -$358 | 0.05% | 373 |
|
|
2023
Q3 | $953K | Sell |
5,885
-139
| -2% | -$22.5K | 0.05% | 358 |
|
|
2023
Q2 | $1.07M | Buy |
6,024
+161
| +3% | +$28.5K | 0.06% | 325 |
|
|
2023
Q1 | $1M | Buy |
5,863
+16
| +0.3% | +$2.74K | 0.06% | 310 |
|
|
2022
Q4 | $898K | Sell |
5,847
-632
| -10% | -$97.1K | 0.06% | 325 |
|
|
2022
Q3 | $933K | Buy |
6,479
+2,632
| +68% | +$379K | 0.07% | 295 |
|
|
2022
Q2 | $504K | Sell |
3,847
-404
| -10% | -$52.9K | 0.04% | 389 |
|
|
2022
Q1 | $653K | Buy |
4,251
+400
| +10% | +$61.4K | 0.05% | 342 |
|
|
2021
Q4 | $555K | Sell |
3,851
-286
| -7% | -$41.2K | 0.04% | 406 |
|
|
2021
Q3 | $546K | Sell |
4,137
-150
| -3% | -$19.8K | 0.04% | 401 |
|
|
2021
Q2 | $598K | Buy |
4,287
+59
| +1% | +$8.23K | 0.04% | 470 |
|
|
2021
Q1 | $532K | Buy |
4,228
+860
| +26% | +$108K | 0.04% | 440 |
|
|
2020
Q4 | $446K | Buy |
3,368
+199
| +6% | +$26.4K | 0.04% | 443 |
|
|
2020
Q3 | $332K | Sell |
3,169
-243
| -7% | -$25.5K | 0.03% | 452 |
|
|
2020
Q2 | $340K | Buy |
+3,412
| New | +$340K | 0.05% | 373 |
|
|
2020
Q1 | – | Sell |
-2,315
| Closed | -$264K | – | 599 |
|
|
2019
Q4 | $264K | Buy |
2,315
+161
| +7% | +$18.4K | 0.03% | 483 |
|
|
2019
Q3 | $269K | Buy |
2,154
+21
| +1% | +$2.62K | 0.04% | 454 |
|
|
2019
Q2 | $285K | Sell |
2,133
-144
| -6% | -$19.2K | 0.04% | 409 |
|
|
2019
Q1 | $216K | Buy |
+2,277
| New | +$216K | 0.04% | 442 |
|