Oliver Lagore Vanvalin Investment Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Buy |
+700
| New | +$187K | 0.07% | 134 |
|
|
2024
Q4 | $166K | Hold |
700
| – | – | 0.04% | 128 |
|
|
2024
Q3 | $183K | Hold |
700
| – | – | 0.05% | 128 |
|
|
2024
Q2 | $157K | Hold |
700
| – | – | 0.04% | 134 |
|
|
2024
Q1 | $134K | Hold |
700
| – | – | 0.04% | 151 |
|
|
2023
Q4 | $125K | Hold |
700
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $113K | Sell |
700
-1,100
| -61% | -$178K | 0.04% | 157 |
|
|
2023
Q2 | $318K | Hold |
1,800
| – | – | 0.12% | 110 |
|
|
2023
Q1 | $308K | Hold |
1,800
| – | – | 0.13% | 70 |
|
|
2022
Q4 | $277K | Hold |
1,800
| – | – | 0.16% | 69 |
|
|
2022
Q3 | $259K | Hold |
1,800
| – | – | 0.17% | 76 |
|
|
2022
Q2 | $236K | Hold |
1,800
| – | – | 0.14% | 79 |
|
|
2022
Q1 | $276K | Buy |
+1,800
| New | +$276K | 0.18% | 80 |
|