MorganRosel 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 | $1.47M | Buy |
4,485
+4,458
| +16,511% | +$1.46M | 0.4% | 43 |
|
|
2025
Q1 | $7.21K | Buy |
+27
| New | +$7.21K | ﹤0.01% | 261 |
|
|
2023
Q3 | – | Sell |
-4,835
| Closed | -$856K | – | 101 |
|
|
2023
Q2 | $856K | Buy |
4,835
+592
| +14% | +$105K | 0.35% | 54 |
|
|
2023
Q1 | $726K | Sell |
4,243
-1,290
| -23% | -$221K | 0.31% | 64 |
|
|
2022
Q4 | $850K | Buy |
5,533
+137
| +3% | +$21K | 0.39% | 53 |
|
|
2022
Q3 | $777K | Buy |
+5,396
| New | +$777K | 0.39% | 50 |
|