MGO One Seven’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
+1,837
| New | +$603K | 0.02% | 653 |
|
|
2025
Q1 | – | Sell |
-2,982
| Closed | -$709K | – | 1128 |
|
|
2024
Q4 | $709K | Sell |
2,982
-69
| -2% | -$16.4K | 0.03% | 531 |
|
|
2024
Q3 | $798K | Buy |
3,051
+196
| +7% | +$51.3K | 0.03% | 457 |
|
|
2024
Q2 | $638K | Buy |
+2,855
| New | +$638K | 0.03% | 473 |
|
|
2019
Q2 | – | Sell |
-2,588
| Closed | -$245K | – | 423 |
|
|
2019
Q1 | $245K | Buy |
2,588
+1,250
| +93% | +$118K | 0.08% | 329 |
|
|
2018
Q4 | $103K | Buy |
+1,338
| New | +$103K | 0.04% | 448 |
|
|
2018
Q1 | $194K | Buy |
2,799
+1,760
| +169% | +$122K | 0.09% | 272 |
|
|
2017
Q4 | $50K | Buy |
+1,039
| New | +$50K | 0.02% | 610 |
|