Integrated Investment Consultants’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Hold |
2,031
| – | – | 0.13% | 116 |
|
|
2025
Q1 | $543K | Hold |
2,031
| – | – | 0.11% | 144 |
|
|
2024
Q4 | $483K | Sell |
2,031
-14,911
| -88% | -$3.54M | 0.1% | 160 |
|
|
2024
Q3 | $546K | Buy |
16,942
+14,911
| +734% | +$481K | 0.12% | 127 |
|
|
2024
Q2 | $388K | Hold |
2,031
| – | – | 0.11% | 163 |
|
|
2024
Q1 | $388K | Sell |
2,031
-13
| -0.6% | -$2.48K | 0.11% | 163 |
|
|
2023
Q4 | $366K | Hold |
2,044
| – | – | 0.12% | 158 |
|
|
2023
Q3 | $331K | Hold |
2,044
| – | – | 0.12% | 154 |
|
|
2023
Q2 | $362K | Sell |
2,044
-20
| -1% | -$3.54K | 0.11% | 156 |
|
|
2023
Q1 | $353K | Hold |
2,064
| – | – | 0.11% | 167 |
|
|
2022
Q4 | $317K | Hold |
2,064
| – | – | 0.11% | 169 |
|
|
2022
Q3 | $297K | Sell |
2,064
-13
| -0.6% | -$1.87K | 0.12% | 152 |
|
|
2022
Q2 | $272K | Hold |
2,077
| – | – | 0.1% | 176 |
|
|
2022
Q1 | $319K | Hold |
2,077
| – | – | 0.09% | 212 |
|
|
2021
Q4 | $300K | Sell |
2,077
-22
| -1% | -$3.18K | 0.08% | 232 |
|
|
2021
Q3 | $277K | Hold |
2,099
| – | – | 0.08% | 222 |
|
|
2021
Q2 | $293K | Hold |
2,099
| – | – | 0.09% | 208 |
|
|
2021
Q1 | $264K | Hold |
2,099
| – | – | 0.09% | 204 |
|
|
2020
Q4 | $278K | Hold |
2,099
| – | – | 0.1% | 183 |
|
|
2020
Q3 | $220K | Hold |
2,099
| – | – | 0.1% | 180 |
|
|
2020
Q2 | $209K | Buy |
+2,099
| New | +$209K | 0.1% | 154 |
|
|
2020
Q1 | – | Sell |
-1,902
| Closed | -$217K | – | 164 |
|
|
2019
Q4 | $217K | Hold |
1,902
| – | – | 0.09% | 156 |
|
|
2019
Q3 | $238K | Hold |
1,902
| – | – | 0.12% | 127 |
|
|
2019
Q2 | $255K | Buy |
+1,902
| New | +$255K | 0.13% | 117 |
|
|
2018
Q2 | – | Sell |
-1,999
| Closed | -$139K | – | 396 |
|
|
2018
Q1 | $139K | Buy |
+1,999
| New | +$139K | 0.05% | 249 |
|
|
2017
Q3 | $113K | Hold |
2,447
| – | – | 0.05% | 271 |
|
|
2017
Q2 | $90K | Sell |
2,447
-2
| -0.1% | -$74 | 0.04% | 312 |
|
|
2017
Q1 | $87K | Hold |
2,449
| – | – | 0.04% | 315 |
|
|
2016
Q4 | $77K | Hold |
2,449
| – | – | 0.04% | 326 |
|
|
2016
Q3 | $67K | Sell |
2,449
-53
| -2% | -$1.45K | 0.03% | 342 |
|
|
2016
Q2 | $68K | Hold |
2,502
| – | – | 0.04% | 345 |
|
|
2016
Q1 | $61K | Buy |
+2,502
| New | +$61K | 0.04% | 327 |
|