Moran Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
2,119
-357
| -14% | -$117K | 0.02% | 357 |
|
|
2025
Q1 | $662K | Sell |
2,476
-211
| -8% | -$56.4K | 0.02% | 345 |
|
|
2024
Q4 | $639K | Buy |
2,687
+51
| +2% | +$12.1K | 0.02% | 345 |
|
|
2024
Q3 | $689K | Sell |
2,636
-7
| -0.3% | -$1.83K | 0.02% | 338 |
|
|
2024
Q2 | $591K | Buy |
2,643
+658
| +33% | +$147K | 0.02% | 334 |
|
|
2024
Q1 | $379K | Buy |
1,985
+750
| +61% | +$143K | 0.01% | 356 |
|
|
2023
Q4 | $221K | Buy |
+1,235
| New | +$221K | 0.01% | 397 |
|