Northwestern Mutual Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
11,853
-642
| -5% | -$211K | ﹤0.01% | 760 |
|
|
2025
Q1 | $3.34M | Buy |
12,495
+1,102
| +10% | +$294K | ﹤0.01% | 773 |
|
|
2024
Q4 | $2.71M | Buy |
11,393
+2,994
| +36% | +$712K | ﹤0.01% | 775 |
|
|
2024
Q3 | $2.2M | Sell |
8,399
-436
| -5% | -$114K | ﹤0.01% | 827 |
|
|
2024
Q2 | $1.98M | Buy |
8,835
+565
| +7% | +$126K | ﹤0.01% | 816 |
|
|
2024
Q1 | $1.58M | Buy |
8,270
+1,002
| +14% | +$191K | ﹤0.01% | 865 |
|
|
2023
Q4 | $1.3M | Buy |
7,268
+2,168
| +43% | +$388K | ﹤0.01% | 895 |
|
|
2023
Q3 | $826K | Buy |
5,100
+1,102
| +28% | +$178K | ﹤0.01% | 1008 |
|
|
2023
Q2 | $707K | Buy |
3,998
+759
| +23% | +$134K | ﹤0.01% | 1049 |
|
|
2023
Q1 | $554K | Buy |
3,239
+2,635
| +436% | +$451K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $92.8K | Buy |
604
+38
| +7% | +$5.84K | ﹤0.01% | 1683 |
|
|
2022
Q3 | $81K | Buy |
566
+33
| +6% | +$4.72K | ﹤0.01% | 1712 |
|
|
2022
Q2 | $70K | Buy |
533
+207
| +63% | +$27.2K | ﹤0.01% | 1785 |
|
|
2022
Q1 | $50K | Sell |
326
-134
| -29% | -$20.6K | ﹤0.01% | 1946 |
|
|
2021
Q4 | $66K | Sell |
460
-314
| -41% | -$45.1K | ﹤0.01% | 1878 |
|
|
2021
Q3 | $102K | Buy |
774
+352
| +83% | +$46.4K | ﹤0.01% | 1620 |
|
|
2021
Q2 | $59K | Hold |
422
| – | – | ﹤0.01% | 1797 |
|
|
2021
Q1 | $53K | Sell |
422
-17
| -4% | -$2.14K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $58K | Buy |
439
+17
| +4% | +$2.25K | ﹤0.01% | 1598 |
|
|
2020
Q3 | $44K | Sell |
422
-86
| -17% | -$8.97K | ﹤0.01% | 1551 |
|
|
2020
Q2 | $51K | Sell |
508
-225
| -31% | -$22.6K | ﹤0.01% | 1430 |
|
|
2020
Q1 | $55K | Sell |
733
-2,171
| -75% | -$163K | ﹤0.01% | 1346 |
|
|
2019
Q4 | $331K | Hold |
2,904
| – | – | ﹤0.01% | 783 |
|
|
2019
Q3 | $363K | Hold |
2,904
| – | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $389K | Sell |
2,904
-359
| -11% | -$48.1K | ﹤0.01% | 702 |
|
|
2019
Q1 | $310K | Buy |
3,263
+2,928
| +874% | +$278K | ﹤0.01% | 738 |
|
|
2018
Q4 | $26K | Sell |
335
-108
| -24% | -$8.38K | ﹤0.01% | 1504 |
|
|
2018
Q3 | $41K | Buy |
443
+413
| +1,377% | +$38.2K | ﹤0.01% | 1388 |
|
|
2018
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 2170 |
|
|
2018
Q1 | – | Sell |
-305
| Closed | -$15K | – | 2289 |
|
|
2017
Q4 | $15K | Buy |
+305
| New | +$15K | ﹤0.01% | 1596 |
|
|
2017
Q1 | – | Sell |
-239
| Closed | -$8K | – | 2170 |
|
|
2016
Q4 | $8K | Buy |
+239
| New | +$8K | ﹤0.01% | 1692 |
|
|
2016
Q3 | – | Sell |
-198
| Closed | -$5K | – | 741 |
|
|
2016
Q2 | $5K | Sell |
198
-100
| -34% | -$2.53K | ﹤0.01% | 1592 |
|
|
2016
Q1 | $7K | Buy |
+298
| New | +$7K | ﹤0.01% | 1543 |
|