New England Research & 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 |
-3,225
| Closed | -$767K | – | 154 |
|
|
2024
Q4 | $767K | Buy |
+3,225
| New | +$767K | 0.39% | 82 |
|
|
2020
Q3 | – | Sell |
-3,850
| Closed | -$384K | – | 144 |
|
|
2020
Q2 | $384K | Sell |
3,850
-1,650
| -30% | -$165K | 0.27% | 106 |
|
|
2020
Q1 | $410K | Buy |
5,500
+1,925
| +54% | +$144K | 0.35% | 92 |
|
|
2019
Q4 | $408K | Buy |
3,575
+650
| +22% | +$74.2K | 0.27% | 112 |
|
|
2019
Q3 | $365K | Buy |
+2,925
| New | +$365K | 0.26% | 117 |
|
|
2018
Q2 | – | Sell |
-6,411
| Closed | -$445K | – | 176 |
|
|
2018
Q1 | $445K | Buy |
+6,411
| New | +$445K | 0.3% | 110 |
|