Mutual Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
1,138
-92
| -7% | -$29.8K | 0.01% | 914 |
|
|
2025
Q1 | $303K | Buy |
1,230
+101
| +9% | +$24.8K | 0.01% | 904 |
|
|
2024
Q4 | $266K | Sell |
1,129
-61
| -5% | -$14.4K | 0.01% | 926 |
|
|
2024
Q3 | $301K | Sell |
1,190
-385
| -24% | -$97.5K | 0.01% | 896 |
|
|
2024
Q2 | $374K | Sell |
1,575
-2
| -0.1% | -$475 | 0.01% | 816 |
|
|
2024
Q1 | $301K | Buy |
1,577
+9
| +0.6% | +$1.72K | 0.01% | 865 |
|
|
2023
Q4 | $280K | Sell |
1,568
-3
| -0.2% | -$537 | 0.01% | 838 |
|
|
2023
Q3 | $254K | Sell |
1,571
-43
| -3% | -$6.96K | 0.01% | 836 |
|
|
2023
Q2 | $286K | Sell |
1,614
-100
| -6% | -$17.7K | 0.01% | 819 |
|
|
2023
Q1 | $293K | Sell |
1,714
-51
| -3% | -$8.72K | 0.01% | 784 |
|
|
2022
Q4 | $271K | Sell |
1,765
-104
| -6% | -$16K | 0.01% | 769 |
|
|
2022
Q3 | $269K | Buy |
+1,869
| New | +$269K | 0.01% | 744 |
|
|
2022
Q2 | – | Sell |
-1,349
| Closed | -$207K | – | 859 |
|
|
2022
Q1 | $207K | Buy |
+1,349
| New | +$207K | 0.01% | 818 |
|
|
2019
Q3 | – | Sell |
-2,886
| Closed | -$386K | – | 563 |
|
|
2019
Q2 | $386K | Buy |
+2,886
| New | +$386K | 0.05% | 383 |
|