LPL Financial’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
62,682
+10,141
| +19% | +$2.62M | 0.01% | 1391 |
|
|
2025
Q1 | $11.1M | Buy |
52,541
+4,797
| +10% | +$1.01M | ﹤0.01% | 1519 |
|
|
2024
Q4 | $8.88M | Buy |
47,744
+9,477
| +25% | +$1.76M | ﹤0.01% | 1627 |
|
|
2024
Q3 | $7.8M | Buy |
38,267
+3,189
| +9% | +$650K | ﹤0.01% | 1648 |
|
|
2024
Q2 | $6.23M | Buy |
35,078
+3,495
| +11% | +$620K | ﹤0.01% | 1690 |
|
|
2024
Q1 | $4.86M | Buy |
31,583
+2,594
| +9% | +$399K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $4.13M | Buy |
28,989
+5,645
| +24% | +$804K | ﹤0.01% | 1806 |
|
|
2023
Q3 | $3.02M | Buy |
23,344
+4,015
| +21% | +$519K | ﹤0.01% | 1950 |
|
|
2023
Q2 | $2.72M | Buy |
19,329
+1,609
| +9% | +$226K | ﹤0.01% | 1992 |
|
|
2023
Q1 | $2.41M | Sell |
17,720
-1,092
| -6% | -$148K | ﹤0.01% | 1983 |
|
|
2022
Q4 | $2.25M | Sell |
18,812
-1,970
| -9% | -$236K | ﹤0.01% | 1981 |
|
|
2022
Q3 | $2.38M | Buy |
20,782
+475
| +2% | +$54.4K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $2.14M | Buy |
20,307
+1,935
| +11% | +$204K | ﹤0.01% | 1969 |
|
|
2022
Q1 | $2.33M | Buy |
18,372
+606
| +3% | +$76.9K | ﹤0.01% | 1935 |
|
|
2021
Q4 | $2.28M | Buy |
17,766
+957
| +6% | +$123K | ﹤0.01% | 1980 |
|
|
2021
Q3 | $1.99M | Buy |
16,809
+1,452
| +9% | +$172K | ﹤0.01% | 2042 |
|
|
2021
Q2 | $1.91M | Buy |
15,357
+1,602
| +12% | +$199K | ﹤0.01% | 2013 |
|
|
2021
Q1 | $1.56M | Buy |
13,755
+5,215
| +61% | +$593K | ﹤0.01% | 2024 |
|
|
2020
Q4 | $1M | Buy |
8,540
+1,125
| +15% | +$132K | ﹤0.01% | 2177 |
|
|
2020
Q3 | $657K | Buy |
7,415
+369
| +5% | +$32.7K | ﹤0.01% | 2236 |
|
|
2020
Q2 | $572K | Buy |
7,046
+3,255
| +86% | +$264K | ﹤0.01% | 2260 |
|
|
2020
Q1 | $242K | Buy |
+3,791
| New | +$242K | ﹤0.01% | 2661 |
|