LPAM
Lodestar Private Asset Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
1,350
-1,400
| -51% | -$459K | 0.05% | 152 |
|
|
2025
Q1 | $735K | Sell |
2,750
-750
| -21% | -$200K | 0.09% | 112 |
|
|
2024
Q4 | $832K | Hold |
3,500
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $915K | Hold |
3,500
| – | – | 0.12% | 101 |
|
|
2024
Q2 | $783K | Hold |
3,500
| – | – | 0.11% | 107 |
|
|
2024
Q1 | $669K | Hold |
3,500
| – | – | 0.1% | 118 |
|
|
2023
Q4 | $626K | Sell |
3,500
-250
| -7% | -$44.7K | 0.1% | 119 |
|
|
2023
Q3 | $607K | Sell |
3,750
-233
| -6% | -$37.7K | 0.1% | 115 |
|
|
2023
Q2 | $705K | Hold |
3,983
| – | – | 0.12% | 106 |
|
|
2023
Q1 | $681K | Hold |
3,983
| – | – | 0.12% | 107 |
|
|
2022
Q4 | $612K | Buy |
+3,983
| New | +$612K | 0.12% | 109 |
|