Inspire Investing’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $910K | Buy |
+2,775
| New | +$910K | 0.1% | 203 |
|
2024
Q3 | – | Sell |
-4,455
| Closed | -$996K | – | 863 |
|
2024
Q2 | $996K | Sell |
4,455
-1,479
| -25% | -$331K | 0.11% | 212 |
|
2024
Q1 | $1.13M | Sell |
5,934
-48
| -0.8% | -$9.17K | 0.12% | 213 |
|
2023
Q4 | $1.07M | Sell |
5,982
-41
| -0.7% | -$7.33K | 0.12% | 222 |
|
2023
Q3 | $975K | Buy |
6,023
+563
| +10% | +$91.2K | 0.12% | 191 |
|
2023
Q2 | $966K | Buy |
5,460
+3,269
| +149% | +$578K | 0.12% | 197 |
|
2023
Q1 | $375K | Sell |
2,191
-51
| -2% | -$8.72K | 0.05% | 321 |
|
2022
Q4 | $344K | Buy |
2,242
+207
| +10% | +$31.8K | 0.04% | 254 |
|
2022
Q3 | $293K | Buy |
+2,035
| New | +$293K | 0.04% | 254 |
|