Mark Sheptoff Financial Planning’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $368K | Hold |
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|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $298K | Hold |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $199K | Hold |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $170K | Hold |
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|
2022
Q1 | $199K | Hold |
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|
2021
Q4 | $187K | Hold |
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|
2021
Q3 | $171K | Hold |
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|
2021
Q2 | $181K | Hold |
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|
2021
Q1 | $163K | Sell |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $482K | Hold |
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|
2020
Q1 | $361K | Hold |
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|
2019
Q4 | $552K | Hold |
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|
2019
Q3 | $604K | Hold |
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|
2019
Q2 | $648K | Hold |
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|
2019
Q1 | $459K | Hold |
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|
2018
Q4 | $375K | Hold |
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|
2018
Q3 | $448K | Hold |
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|
2018
Q2 | $353K | Sell |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $292K | Sell |
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|
2017
Q3 | $296K | Buy |
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