KPP Advisory Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
875
| – | – | 0.05% | 260 |
|
|
2025
Q1 | $234K | Buy |
+875
| New | +$234K | 0.04% | 270 |
|
|
2024
Q4 | – | Sell |
-875
| Closed | -$229K | – | 266 |
|
|
2024
Q3 | $229K | Buy |
+875
| New | +$229K | 0.05% | 231 |
|
|
2024
Q1 | – | Sell |
-1,900
| Closed | -$340K | – | 242 |
|
|
2023
Q4 | $340K | Buy |
1,900
+124
| +7% | +$22.2K | 0.3% | 86 |
|
|
2023
Q3 | $288K | Buy |
+1,776
| New | +$288K | 0.1% | 159 |
|