Needham Investment Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-35,100
| Closed | -$5.39M | – | 126 |
|
|
2022
Q1 | $5.39M | Hold |
35,100
| – | – | 0.78% | 46 |
|
|
2021
Q4 | $5.06M | Hold |
35,100
| – | – | 0.64% | 57 |
|
|
2021
Q3 | $4.63M | Buy |
35,100
+27,600
| +368% | +$3.64M | 0.62% | 55 |
|
|
2021
Q2 | $1.05M | Hold |
7,500
| – | – | 0.15% | 84 |
|
|
2021
Q1 | $944K | Buy |
+7,500
| New | +$944K | 0.13% | 92 |
|