Mercer Global Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
2,925
+232
| +9% | +$76.1K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $720K | Buy |
2,693
+240
| +10% | +$64.1K | ﹤0.01% | 1292 |
|
|
2024
Q4 | $583K | Sell |
2,453
-3,810
| -61% | -$906K | ﹤0.01% | 1365 |
|
|
2024
Q3 | $1.64M | Buy |
6,263
+141
| +2% | +$37K | ﹤0.01% | 828 |
|
|
2024
Q2 | $1.37M | Buy |
6,122
+4,897
| +400% | +$1.1M | ﹤0.01% | 838 |
|
|
2024
Q1 | $234K | Buy |
+1,225
| New | +$234K | ﹤0.01% | 1700 |
|
|
2022
Q2 | – | Sell |
-4,272
| Closed | -$656K | – | 1863 |
|
|
2022
Q1 | $656K | Buy |
+4,272
| New | +$656K | ﹤0.01% | 1096 |
|
|
2020
Q2 | – | Sell |
-2,757
| Closed | -$206K | – | 1077 |
|
|
2020
Q1 | $206K | Sell |
2,757
-4,474
| -62% | -$334K | ﹤0.01% | 935 |
|
|
2019
Q4 | $825K | Sell |
7,231
-1,805
| -20% | -$206K | 0.02% | 577 |
|
|
2019
Q3 | $1.13M | Sell |
9,036
-1,147
| -11% | -$143K | 0.03% | 451 |
|
|
2019
Q2 | $1.36M | Sell |
10,183
-1,986
| -16% | -$266K | 0.04% | 381 |
|
|
2019
Q1 | $1.15M | Buy |
+12,169
| New | +$1.15M | 0.04% | 370 |
|