MAP
Moody Aldrich Partners’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
1,937
-33
| -2% | -$8.54K | 0.1% | 125 |
|
|
2025
Q1 | $416K | Sell |
1,970
-771
| -28% | -$163K | 0.09% | 126 |
|
|
2024
Q4 | $510K | Sell |
2,741
-12
| -0.4% | -$2.23K | 0.09% | 131 |
|
|
2024
Q3 | $561K | Sell |
2,753
-2
| -0.1% | -$408 | 0.1% | 123 |
|
|
2024
Q2 | $489K | Sell |
2,755
-3
| -0.1% | -$533 | 0.1% | 131 |
|
|
2024
Q1 | $425K | Sell |
2,758
-16
| -0.6% | -$2.46K | 0.07% | 154 |
|
|
2023
Q4 | $395K | Buy |
2,774
+642
| +30% | +$91.4K | 0.07% | 151 |
|
|
2023
Q3 | $275K | Sell |
2,132
-47
| -2% | -$6.07K | 0.05% | 166 |
|
|
2023
Q2 | $306K | Sell |
2,179
-109
| -5% | -$15.3K | 0.06% | 133 |
|
|
2023
Q1 | $311K | Sell |
2,288
-5
| -0.2% | -$679 | 0.06% | 138 |
|
|
2022
Q4 | $275K | Sell |
2,293
-24
| -1% | -$2.88K | 0.06% | 142 |
|
|
2022
Q3 | $266K | Sell |
2,317
-4
| -0.2% | -$459 | 0.05% | 142 |
|
|
2022
Q2 | $245K | Sell |
2,321
-27
| -1% | -$2.85K | 0.05% | 136 |
|
|
2022
Q1 | $298K | Buy |
2,348
+578
| +33% | +$73.4K | 0.04% | 133 |
|
|
2021
Q4 | $227K | Sell |
1,770
-24
| -1% | -$3.08K | 0.03% | 151 |
|
|
2021
Q3 | $212K | Sell |
1,794
-2
| -0.1% | -$236 | 0.03% | 165 |
|
|
2021
Q2 | $223K | Sell |
1,796
-26
| -1% | -$3.23K | 0.03% | 165 |
|
|
2021
Q1 | $207K | Buy |
+1,822
| New | +$207K | 0.03% | 177 |
|
|
2019
Q3 | – | Sell |
-4,061
| Closed | -$420K | – | 130 |
|
|
2019
Q2 | $420K | Buy |
4,061
+1,029
| +34% | +$106K | 0.11% | 104 |
|
|
2019
Q1 | $255K | Buy |
+3,032
| New | +$255K | 0.07% | 94 |
|
|
2018
Q4 | – | Sell |
-3,046
| Closed | -$230K | – | 102 |
|
|
2018
Q3 | $230K | Buy |
+3,046
| New | +$230K | 0.07% | 97 |
|