Mutual Advisors’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
Q3 | $361K | Hold |
|
|||||
|
2025
Q2 | $368K | Sell |
|
|||||
|
2025
Q1 | $303K | Buy |
|
|||||
|
2024
Q4 | $266K | Sell |
|
|||||
|
2024
Q3 | $301K | Sell |
|
|||||
|
2024
Q2 | $374K | Sell |
|
|||||
|
2024
Q1 | $301K | Buy |
|
|||||
|
2023
Q4 | $280K | Sell |
|
|||||
|
2023
Q3 | $254K | Sell |
|
|||||
|
2023
Q2 | $286K | Sell |
|
|||||
|
2023
Q1 | $293K | Sell |
|
|||||
|
2022
Q4 | $271K | Sell |
|
|||||
|
2022
Q3 | $269K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $207K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $386K | Buy |
|