Nisa Investment Advisors’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
3,592
+40
| +1% | +$10.4K | ﹤0.01% | 831 |
|
|
2025
Q1 | $749K | Hold |
3,552
| – | – | ﹤0.01% | 894 |
|
|
2024
Q4 | $661K | Hold |
3,552
| – | – | ﹤0.01% | 990 |
|
|
2024
Q3 | $724K | Hold |
3,552
| – | – | ﹤0.01% | 940 |
|
|
2024
Q2 | $631K | Hold |
3,552
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q1 | $547K | Hold |
3,552
| – | – | ﹤0.01% | 1055 |
|
|
2023
Q4 | $506K | Hold |
3,552
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q3 | $459K | Hold |
3,552
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q2 | $499K | Hold |
3,552
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q1 | $483K | Sell |
3,552
-34,050
| -91% | -$4.63M | ﹤0.01% | 1075 |
|
|
2022
Q4 | $4.51M | Buy |
37,602
+34,000
| +944% | +$4.08M | 0.04% | 470 |
|
|
2022
Q3 | $414K | Buy |
3,602
+550
| +18% | +$63.2K | ﹤0.01% | 1093 |
|
|
2022
Q2 | $322K | Hold |
3,052
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q1 | $387K | Hold |
3,052
| – | – | ﹤0.01% | 1161 |
|
|
2021
Q4 | $335K | Hold |
3,052
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q3 | $361 | Hold |
3,052
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q2 | $379 | Sell |
3,052
-200
| -6% | -$25 | ﹤0.01% | 1208 |
|
|
2021
Q1 | $369 | Hold |
3,252
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q4 | $381K | Hold |
3,252
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q3 | $288K | Hold |
3,252
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q2 | $264K | Hold |
3,252
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q1 | $208K | Buy |
3,252
+1,300
| +67% | +$83.1K | ﹤0.01% | 1181 |
|
|
2019
Q4 | $175K | Sell |
1,952
-13,478
| -87% | -$1.21M | ﹤0.01% | 1345 |
|
|
2019
Q3 | $1.5M | Buy |
15,430
+6,239
| +68% | +$607K | 0.01% | 738 |
|
|
2019
Q2 | $950K | Buy |
9,191
+7,239
| +371% | +$748K | 0.01% | 875 |
|
|
2019
Q1 | $164K | Hold |
1,952
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q4 | $123K | Sell |
1,952
-28,434
| -94% | -$1.79M | ﹤0.01% | 1338 |
|
|
2018
Q3 | $2.29M | Buy |
30,386
+28,433
| +1,456% | +$2.15M | 0.02% | 603 |
|
|
2018
Q2 | $119K | Hold |
1,953
| – | – | ﹤0.01% | 1345 |
|
|
2018
Q1 | $111K | Hold |
1,953
| – | – | ﹤0.01% | 1333 |
|
|
2017
Q4 | $99K | Hold |
1,953
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q3 | $95K | Hold |
1,953
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q2 | $78K | Hold |
1,953
| – | – | ﹤0.01% | 1377 |
|
|
2017
Q1 | $75K | Buy |
+1,953
| New | +$75K | ﹤0.01% | 1396 |
|