Mercer Global Advisors’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,620
+287
| +22% | +$74.3K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $281K | Sell |
1,333
-448
| -25% | -$94.5K | ﹤0.01% | 1794 |
|
|
2024
Q4 | $331K | Sell |
1,781
-989
| -36% | -$184K | ﹤0.01% | 1689 |
|
|
2024
Q3 | $565K | Buy |
2,770
+783
| +39% | +$160K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $353K | Buy |
1,987
+219
| +12% | +$38.9K | ﹤0.01% | 1498 |
|
|
2024
Q1 | $272K | Sell |
1,768
-75
| -4% | -$11.5K | ﹤0.01% | 1623 |
|
|
2023
Q4 | $263K | Buy |
+1,843
| New | +$263K | ﹤0.01% | 1690 |
|