Nisa Investment 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 | $335K | Buy |
1,022
+22
| +2% | +$7.22K | ﹤0.01% | 1088 |
|
|
2025
Q1 | $267K | Hold |
1,000
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q4 | $238K | Hold |
1,000
| – | – | ﹤0.01% | 1245 |
|
|
2024
Q3 | $261K | Hold |
1,000
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q2 | $224K | Hold |
1,000
| – | – | ﹤0.01% | 1278 |
|
|
2024
Q1 | $191K | Hold |
1,000
| – | – | ﹤0.01% | 1314 |
|
|
2023
Q4 | $179K | Hold |
1,000
| – | – | ﹤0.01% | 1299 |
|
|
2023
Q3 | $162K | Hold |
1,000
| – | – | ﹤0.01% | 1366 |
|
|
2023
Q2 | $177K | Hold |
1,000
| – | – | ﹤0.01% | 1358 |
|
|
2023
Q1 | $171K | Hold |
1,000
| – | – | ﹤0.01% | 1339 |
|
|
2022
Q4 | $154K | Hold |
1,000
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q3 | $144K | Hold |
1,000
| – | – | ﹤0.01% | 1359 |
|
|
2022
Q2 | $131K | Hold |
1,000
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q1 | $154K | Hold |
1,000
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q4 | $136K | Hold |
1,000
| – | – | ﹤0.01% | 1400 |
|
|
2021
Q3 | $132 | Hold |
1,000
| – | – | ﹤0.01% | 1578 |
|
|
2021
Q2 | $139 | Hold |
1,000
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q1 | $126 | Hold |
1,000
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q4 | $132K | Hold |
1,000
| – | – | ﹤0.01% | 1622 |
|
|
2020
Q3 | $105K | Hold |
1,000
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q2 | $100K | Hold |
1,000
| – | – | ﹤0.01% | 1448 |
|
|
2020
Q1 | $75K | Buy |
+1,000
| New | +$75K | ﹤0.01% | 1446 |
|
|
2018
Q4 | – | Sell |
-22,706
| Closed | -$2.1M | – | 1968 |
|
|
2018
Q3 | $2.1M | Buy |
+22,706
| New | +$2.1M | 0.02% | 642 |
|
|
2017
Q2 | – | Sell |
-2,441
| Closed | -$87K | – | 1847 |
|
|
2017
Q1 | $87K | Buy |
+2,441
| New | +$87K | ﹤0.01% | 1377 |
|
|
2016
Q3 | – | Sell |
-1,709
| Closed | -$47K | – | 1858 |
|
|
2016
Q2 | $47K | Hold |
1,709
| – | – | ﹤0.01% | 1405 |
|
|
2016
Q1 | $42K | Buy |
+1,709
| New | +$42K | ﹤0.01% | 1417 |
|