MassMutual Private Wealth & Trust’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $80.4K | Buy |
245
+1
| +0.4% | +$328 | ﹤0.01% | 654 |
|
2025
Q1 | $65.2K | Sell |
244
-73
| -23% | -$19.5K | ﹤0.01% | 663 |
|
2024
Q4 | $75.4K | Buy |
317
+66
| +26% | +$15.7K | ﹤0.01% | 637 |
|
2024
Q3 | $65.6K | Hold |
251
| – | – | ﹤0.01% | 600 |
|
2024
Q2 | $56.1K | Hold |
251
| – | – | ﹤0.01% | 620 |
|
2024
Q1 | $47.9K | Buy |
251
+7
| +3% | +$1.34K | ﹤0.01% | 629 |
|
2023
Q4 | $43.6K | Hold |
244
| – | – | ﹤0.01% | 636 |
|
2023
Q3 | $39.5K | Sell |
244
-110
| -31% | -$17.8K | ﹤0.01% | 647 |
|
2023
Q2 | $62.6K | Sell |
354
-10
| -3% | -$1.77K | ﹤0.01% | 502 |
|
2023
Q1 | $62.3K | Buy |
364
+120
| +49% | +$20.5K | ﹤0.01% | 485 |
|
2022
Q4 | $37K | Buy |
244
+203
| +495% | +$30.8K | ﹤0.01% | 519 |
|
2022
Q3 | $6K | Buy |
41
+14
| +52% | +$2.05K | ﹤0.01% | 891 |
|
2022
Q2 | $4K | Buy |
27
+19
| +238% | +$2.82K | ﹤0.01% | 964 |
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1333 |
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1222 |
|