Marcum Wealth’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
Q1 | $3.82M | Buy |
18,096
+1
| +0% | +$211 | 0.33% | 36 |
|
|
2024
Q4 | $3.37M | Hold |
18,095
| – | – | 0.29% | 40 |
|
|
2024
Q3 | $3.69M | Sell |
18,095
-7
| -0% | -$1.43K | 0.34% | 33 |
|
|
2024
Q2 | $3.21M | Sell |
18,102
-25
| -0.1% | -$4.44K | 0.32% | 36 |
|
|
2024
Q1 | $2.79M | Buy |
18,127
+1
| +0% | +$154 | 0.28% | 36 |
|
|
2023
Q4 | $2.58M | Sell |
18,126
-1
| -0% | -$142 | 0.27% | 36 |
|
|
2023
Q3 | $2.34M | Buy |
18,127
+1
| +0% | +$129 | 0.28% | 35 |
|
|
2023
Q2 | $2.55M | Hold |
18,126
| – | – | 0.3% | 32 |
|
|
2023
Q1 | $2.46M | Sell |
18,126
-4
| -0% | -$544 | 0.31% | 33 |
|
|
2022
Q4 | $2.17M | Hold |
18,130
| – | – | 0.29% | 37 |
|
|
2022
Q3 | $2.08M | Sell |
18,130
-46
| -0.3% | -$5.27K | 0.32% | 32 |
|
|
2022
Q2 | $1.92M | Buy |
18,176
+3
| +0% | +$316 | 0.29% | 41 |
|
|
2022
Q1 | $2.31M | Hold |
18,173
| – | – | 0.32% | 34 |
|
|
2021
Q4 | $2.34M | Hold |
18,173
| – | – | 0.32% | 36 |
|
|
2021
Q3 | $2.15M | Sell |
18,173
-16
| -0.1% | -$1.9K | 0.34% | 35 |
|
|
2021
Q2 | $2.26M | Sell |
18,189
-23
| -0.1% | -$2.86K | 0.37% | 30 |
|
|
2021
Q1 | $2.07M | Buy |
18,212
+6,131
| +51% | +$697K | 0.34% | 33 |
|
|
2020
Q4 | $1.41M | Buy |
+12,081
| New | +$1.41M | 0.33% | 28 |
|