InceptionR’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
5,478
+646
| +13% | +$212K | 0.42% | 34 |
|
|
2025
Q1 | $1.29M | Buy |
+4,832
| New | +$1.29M | 0.39% | 58 |
|
|
2024
Q4 | – | Sell |
-3,478
| Closed | -$909K | – | 725 |
|
|
2024
Q3 | $909K | Buy |
+3,478
| New | +$909K | 0.22% | 153 |
|
|
2024
Q2 | – | Sell |
-5,777
| Closed | -$1.1M | – | 706 |
|
|
2024
Q1 | $1.1M | Buy |
5,777
+2,681
| +87% | +$512K | 0.28% | 119 |
|
|
2023
Q4 | $554K | Buy |
+3,096
| New | +$554K | 0.4% | 85 |
|
|
2023
Q3 | – | Sell |
-2,783
| Closed | -$492K | – | 466 |
|
|
2023
Q2 | $492K | Buy |
+2,783
| New | +$492K | 0.26% | 148 |
|