OQS
Occudo Quantitative Strategies’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
9,877
+3,022
| +44% | +$991K | 0.36% | 71 |
|
|
2025
Q1 | $1.82M | Buy |
+6,855
| New | +$1.82M | 0.24% | 116 |
|
|
2024
Q2 | – | Sell |
-1,436
| Closed | -$274K | – | 853 |
|
|
2024
Q1 | $274K | Sell |
1,436
-1,453
| -50% | -$278K | 0.05% | 494 |
|
|
2023
Q4 | $517K | Sell |
2,889
-3,684
| -56% | -$659K | 0.07% | 391 |
|
|
2023
Q3 | $1.06M | Sell |
6,573
-4,776
| -42% | -$773K | 0.14% | 237 |
|
|
2023
Q2 | $2.01M | Buy |
+11,349
| New | +$2.01M | 0.21% | 138 |
|
|
2023
Q1 | – | Sell |
-5,954
| Closed | -$915K | – | 1016 |
|
|
2022
Q4 | $915K | Sell |
5,954
-16,115
| -73% | -$2.48M | 0.11% | 310 |
|
|
2022
Q3 | $3.18M | Buy |
22,069
+11,241
| +104% | +$1.62M | 0.25% | 97 |
|
|
2022
Q2 | $1.42M | Buy |
+10,828
| New | +$1.42M | 0.12% | 268 |
|
|
2021
Q4 | – | Sell |
-2,276
| Closed | -$300K | – | 1141 |
|
|
2021
Q3 | $300K | Buy |
2,276
+598
| +36% | +$78.8K | 0.04% | 729 |
|
|
2021
Q2 | $234K | Sell |
1,678
-3,928
| -70% | -$548K | 0.04% | 687 |
|
|
2021
Q1 | $705K | Buy |
+5,606
| New | +$705K | 0.15% | 225 |
|