Mezzasalma 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 | $799K | Hold |
2,435
| – | – | 0.24% | 60 |
|
|
2025
Q1 | $651K | Hold |
2,435
| – | – | 0.22% | 65 |
|
|
2024
Q4 | $579K | Hold |
2,435
| – | – | 0.19% | 64 |
|
|
2024
Q3 | $637K | Hold |
2,435
| – | – | 0.25% | 44 |
|
|
2024
Q2 | $544K | Sell |
2,435
-2,731
| -53% | -$611K | 0.23% | 42 |
|
|
2024
Q1 | $987K | Sell |
5,166
-1,759
| -25% | -$336K | 0.47% | 42 |
|
|
2023
Q4 | $1.24M | Hold |
6,925
| – | – | 0.68% | 29 |
|
|
2023
Q3 | $1.12M | Hold |
6,925
| – | – | 0.69% | 31 |
|
|
2023
Q2 | $1.23M | Hold |
6,925
| – | – | 0.74% | 29 |
|
|
2023
Q1 | $1.18M | Hold |
6,925
| – | – | 0.84% | 27 |
|
|
2022
Q4 | $1.06M | Hold |
6,925
| – | – | 0.93% | 24 |
|
|
2022
Q3 | $997K | Hold |
6,925
| – | – | 0.79% | 25 |
|
|
2022
Q2 | $908K | Hold |
6,925
| – | – | 0.77% | 28 |
|
|
2022
Q1 | $1.06M | Hold |
6,925
| – | – | 0.66% | 28 |
|
|
2021
Q4 | $999K | Hold |
6,925
| – | – | 0.54% | 36 |
|
|
2021
Q3 | $913K | Hold |
6,925
| – | – | 0.51% | 36 |
|
|
2021
Q2 | $965K | Hold |
6,925
| – | – | 0.53% | 38 |
|
|
2021
Q1 | $871K | Hold |
6,925
| – | – | 0.56% | 38 |
|
|
2020
Q4 | $917K | Buy |
+6,925
| New | +$917K | 0.59% | 36 |
|