Morse Asset Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,825
| Closed | -$1.62M | – | 361 |
|
|
2024
Q4 | $1.62M | Buy |
6,825
+673
| +11% | +$160K | 0.37% | 63 |
|
|
2024
Q3 | $1.61M | Sell |
6,152
-17
| -0.3% | -$4.45K | 0.35% | 68 |
|
|
2024
Q2 | $1.38M | Buy |
6,169
+221
| +4% | +$49.4K | 0.33% | 70 |
|
|
2024
Q1 | $1.14M | Buy |
+5,948
| New | +$1.14M | 0.29% | 77 |
|