Ironvine Capital Partners’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.41M | Sell |
34,335
-487
| -1% | -$157K | 1.04% | 24 |
|
|
2025
Q4 | $11.3M | Sell |
34,822
-905
| -3% | -$286K | 1.13% | 24 |
|
|
2025
Q3 | $11.5M | Sell |
35,727
-1,349
| -4% | -$429K | 1.15% | 24 |
|
|
2025
Q2 | $12.2M | Sell |
37,076
-507
| -1% | -$140K | 1.26% | 24 |
|
|
2025
Q1 | $10M | Sell |
37,583
-5,405
| -13% | -$1.32M | 1.09% | 24 |
|
|
2024
Q4 | $10.2M | Sell |
42,988
-148
| -0.3% | -$38.3K | 1.1% | 24 |
|
|
2024
Q3 | $11.3M | Sell |
43,136
-31
| -0.1% | -$7.5K | 1.21% | 23 |
|
|
2024
Q2 | $9.65M | Sell |
43,167
-448
| -1% | -$94.6K | 1.06% | 25 |
|
|
2024
Q1 | $8.33M | Sell |
43,615
-221
| -0.5% | -$41K | 0.91% | 26 |
|
|
2023
Q4 | $7.84M | Sell |
43,836
-10,147
| -19% | -$1.72M | 0.94% | 24 |
|
|
2023
Q3 | $8.74M | Sell |
53,983
-2
| -0% | -$339 | 1.12% | 24 |
|
|
2023
Q2 | $9.55M | Sell |
53,985
-2,107
| -4% | -$355K | 1.16% | 25 |
|
|
2023
Q1 | $9.59M | Sell |
56,092
-18,617
| -25% | -$3.13M | 1.21% | 26 |
|
|
2022
Q4 | $11.5M | Sell |
74,709
-1,435
| -2% | -$223K | 1.49% | 25 |
|
|
2022
Q3 | $11M | Sell |
76,144
-1
| -0% | -$150 | 1.47% | 27 |
|
|
2022
Q2 | $9.98M | Sell |
76,145
-303
| -0.4% | -$42.7K | 1.23% | 28 |
|
|
2022
Q1 | $11.7M | Buy |
76,448
+3,361
| +5% | +$488K | 1.27% | 29 |
|
|
2021
Q4 | $10.5M | Sell |
73,087
-7,912
| -10% | -$1.12M | 1.08% | 30 |
|
|
2021
Q3 | $10.7M | Sell |
80,999
-101
| -0.1% | -$13.3K | 1.13% | 29 |
|
|
2021
Q2 | $11.3M | Buy |
81,100
+104
| +0.1% | +$14.3K | 1.24% | 28 |
|
|
2021
Q1 | $10.2M | Buy |
80,996
+576
| +0.7% | +$74K | 1.19% | 27 |
|
|
2020
Q4 | $10.6M | Sell |
80,420
-576
| -0.7% | -$70.3K | 1.33% | 26 |
|
|
2020
Q3 | $8.48M | Buy |
80,996
+11
| +0% | +$1.14K | 1.06% | 26 |
|
|
2020
Q2 | $8.07M | Buy |
80,985
+623
| +0.8% | +$57.5K | 1.07% | 27 |
|
|
2020
Q1 | $6M | Buy |
+80,362
| New | +$8.79M | 0.94% | 30 |
|
Other funds holding HEI
DAM
VPM
VCM
