Mar Vista Investment 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 | $15.6M | Sell |
47,482
-62,947
| -57% | -$20.6M | 1.19% | 31 |
|
|
2025
Q1 | $29.5M | Sell |
110,429
-22,344
| -17% | -$5.97M | 2.43% | 23 |
|
|
2024
Q4 | $31.6M | Sell |
132,773
-10,960
| -8% | -$2.61M | 2.16% | 25 |
|
|
2024
Q3 | $37.6M | Sell |
143,733
-55,316
| -28% | -$14.5M | 2.4% | 22 |
|
|
2024
Q2 | $44.5M | Sell |
199,049
-28,786
| -13% | -$6.44M | 2.19% | 27 |
|
|
2024
Q1 | $43.5M | Sell |
227,835
-5,133
| -2% | -$980K | 1.9% | 28 |
|
|
2023
Q4 | $41.7M | Sell |
232,968
-28,289
| -11% | -$5.06M | 1.9% | 28 |
|
|
2023
Q3 | $42.3M | Buy |
261,257
+48,447
| +23% | +$7.85M | 2.03% | 28 |
|
|
2023
Q2 | $37.7M | Buy |
212,810
+187,703
| +748% | +$33.2M | 1.58% | 29 |
|
|
2023
Q1 | $4.29M | Buy |
+25,107
| New | +$4.29M | 0.19% | 37 |
|