MAI Capital Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
761
+61
| +9% | +$20K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $187K | Sell |
700
-30
| -4% | -$8.02K | ﹤0.01% | 1096 |
|
|
2024
Q4 | $174K | Buy |
+730
| New | +$174K | ﹤0.01% | 1142 |
|
|
2024
Q3 | – | Sell |
-1,054
| Closed | -$236K | – | 1129 |
|
|
2024
Q2 | $236K | Sell |
1,054
-4
| -0.4% | -$894 | ﹤0.01% | 1053 |
|
|
2024
Q1 | $202K | Sell |
1,058
-1,446
| -58% | -$276K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $448K | Buy |
2,504
+1,104
| +79% | +$197K | 0.01% | 719 |
|
|
2023
Q3 | $227K | Hold |
1,400
| – | – | ﹤0.01% | 908 |
|
|
2023
Q2 | $248K | Sell |
1,400
-16
| -1% | -$2.83K | ﹤0.01% | 872 |
|
|
2023
Q1 | $242K | Buy |
1,416
+17
| +1% | +$2.91K | ﹤0.01% | 863 |
|
|
2022
Q4 | $215K | Hold |
1,399
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $201K | Buy |
+1,399
| New | +$201K | ﹤0.01% | 804 |
|