NewEdge 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 | $515K | Buy |
1,570
+134
| +9% | +$44K | ﹤0.01% | 1670 |
|
|
2025
Q1 | $384K | Sell |
1,436
-106
| -7% | -$28.3K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $367K | Buy |
1,542
+97
| +7% | +$23.1K | ﹤0.01% | 1754 |
|
|
2024
Q3 | $378K | Buy |
1,445
+25
| +2% | +$6.54K | ﹤0.01% | 1644 |
|
|
2024
Q2 | $318K | Buy |
1,420
+268
| +23% | +$59.9K | ﹤0.01% | 1688 |
|
|
2024
Q1 | $220K | Buy |
1,152
+1,052
| +1,052% | +$201K | ﹤0.01% | 1796 |
|
|
2023
Q4 | $17.9K | Buy |
100
+5
| +5% | +$896 | ﹤0.01% | 2610 |
|
|
2023
Q3 | $15.4K | Hold |
95
| – | – | ﹤0.01% | 2443 |
|
|
2023
Q2 | $16.8K | Hold |
95
| – | – | ﹤0.01% | 2426 |
|
|
2023
Q1 | $16.3K | Sell |
95
-146
| -61% | -$25K | ﹤0.01% | 2409 |
|
|
2022
Q4 | $22.4K | Buy |
+241
| New | +$22.4K | ﹤0.01% | 2085 |
|
|
2019
Q4 | – | Sell |
-1,764
| Closed | -$220K | – | 838 |
|
|
2019
Q3 | $220K | Buy |
+1,764
| New | +$220K | 0.01% | 729 |
|