Kovitz Investment Group Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
10,348
-282
| -3% | -$92.5K | 0.01% | 511 |
|
|
2025
Q1 | $2.84M | Sell |
10,630
-170
| -2% | -$45.4K | 0.01% | 510 |
|
|
2024
Q4 | $2.57M | Sell |
10,800
-135
| -1% | -$32.1K | 0.01% | 528 |
|
|
2024
Q3 | $2.88M | Sell |
10,935
-1,058
| -9% | -$279K | 0.02% | 429 |
|
|
2024
Q2 | $2.68M | Buy |
11,993
+6,909
| +136% | +$1.54M | 0.02% | 376 |
|
|
2024
Q1 | $971K | Buy |
+5,084
| New | +$971K | 0.01% | 410 |
|