Mark Sheptoff Financial Planning’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$374K	Hold	1,139	–	–	0.2%	65
2025 Q1	$304K	Hold	1,139	–	–	0.17%	73
2024 Q4	$271K	Hold	1,139	–	–	0.15%	79
2024 Q3	$298K	Hold	1,139	–	–	0.16%	76
2024 Q2	$255K	Sell	1,139 -156	-12%	-$34.9K	0.14%	81
2024 Q1	$247K	Hold	1,295	–	–	0.14%	84
2023 Q4	$232K	Hold	1,295	–	–	0.14%	80
2023 Q3	$210K	Hold	1,295	–	–	0.13%	84
2023 Q2	$229K	Hold	1,295	–	–	0.13%	89
2023 Q1	$221K	Hold	1,295	–	–	0.13%	89
2022 Q4	$199K	Hold	1,295	–	–	0.12%	90
2022 Q3	$186K	Hold	1,295	–	–	0.11%	87
2022 Q2	$170K	Hold	1,295	–	–	0.1%	97
2022 Q1	$199K	Hold	1,295	–	–	0.1%	107
2021 Q4	$187K	Hold	1,295	–	–	0.09%	111
2021 Q3	$171K	Hold	1,295	–	–	0.09%	113
2021 Q2	$181K	Hold	1,295	–	–	0.1%	109
2021 Q1	$163K	Sell	1,295 -1,170	-47%	-$147K	0.09%	108
2020 Q4	$326K	Sell	2,465 -1,875	-43%	-$248K	0.19%	75
2020 Q3	$454K	Sell	4,340 -500	-10%	-$52.3K	0.28%	57
2020 Q2	$482K	Hold	4,840	–	–	0.31%	51
2020 Q1	$361K	Hold	4,840	–	–	0.27%	55
2019 Q4	$552K	Hold	4,840	–	–	0.35%	55
2019 Q3	$604K	Hold	4,840	–	–	0.41%	48
2019 Q2	$648K	Hold	4,840	–	–	0.44%	44
2019 Q1	$459K	Hold	4,840	–	–	0.33%	58
2018 Q4	$375K	Hold	4,840	–	–	0.31%	59
2018 Q3	$448K	Hold	4,840	–	–	0.31%	67
2018 Q2	$353K	Sell	4,840 -3	-0.1%	-$219	0.26%	75
2018 Q1	$336K	Sell	4,843 -1,212	-20%	-$84.1K	0.23%	82
2017 Q4	$292K	Sell	6,055 -390	-6%	-$18.8K	0.19%	92
2017 Q3	$296K	Buy	+6,445	New	+$296K	0.2%	92