Marcum Wealth’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.03M | Hold |
7,613
| – | – | 0.18% | 61 |
|
|
2024
Q4 | $1.81M | Sell |
7,613
-39
| -0.5% | -$9.27K | 0.16% | 68 |
|
|
2024
Q3 | $2M | Hold |
7,652
| – | – | 0.19% | 60 |
|
|
2024
Q2 | $1.71M | Hold |
7,652
| – | – | 0.17% | 63 |
|
|
2024
Q1 | $1.46M | Hold |
7,652
| – | – | 0.15% | 76 |
|
|
2023
Q4 | $1.37M | Hold |
7,652
| – | – | 0.15% | 76 |
|
|
2023
Q3 | $1.24M | Hold |
7,652
| – | – | 0.15% | 76 |
|
|
2023
Q2 | $1.35M | Hold |
7,652
| – | – | 0.16% | 71 |
|
|
2023
Q1 | $1.31M | Hold |
7,652
| – | – | 0.16% | 72 |
|
|
2022
Q4 | $1.18M | Hold |
7,652
| – | – | 0.16% | 71 |
|
|
2022
Q3 | $1.1M | Hold |
7,652
| – | – | 0.17% | 73 |
|
|
2022
Q2 | $1M | Hold |
7,652
| – | – | 0.15% | 87 |
|
|
2022
Q1 | $1.18M | Hold |
7,652
| – | – | 0.16% | 82 |
|
|
2021
Q4 | $1.1M | Hold |
7,652
| – | – | 0.15% | 94 |
|
|
2021
Q3 | $1.01M | Sell |
7,652
-800
| -9% | -$105K | 0.16% | 92 |
|
|
2021
Q2 | $1.18M | Hold |
8,452
| – | – | 0.19% | 74 |
|
|
2021
Q1 | $1.06M | Buy |
8,452
+2,257
| +36% | +$284K | 0.18% | 81 |
|
|
2020
Q4 | $820K | Buy |
+6,195
| New | +$820K | 0.19% | 44 |
|