Moody Lynn & Lieberson’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $920K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $574K | Sell |
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|
2021
Q2 | $938K | Buy |
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|
2021
Q1 | $836K | Buy |
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|
2020
Q4 | $710K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.76M | Sell |
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|
2018
Q2 | $4.54M | Sell |
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|
2018
Q1 | $4.32M | Sell |
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|
2017
Q4 | $5.48M | Buy |
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|
2017
Q3 | $2.56M | Buy |
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