Oppenheimer & Co’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
1,814
+302
| +20% | +$99.1K | 0.01% | 1077 |
|
|
2025
Q1 | $404K | Buy |
1,512
+646
| +75% | +$173K | 0.01% | 1152 |
|
|
2024
Q4 | $206K | Sell |
866
-336
| -28% | -$79.9K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $314K | Sell |
1,202
-245
| -17% | -$64.1K | ﹤0.01% | 1205 |
|
|
2024
Q2 | $324K | Sell |
1,447
-36
| -2% | -$8.05K | 0.01% | 1165 |
|
|
2024
Q1 | $283K | Sell |
1,483
-73
| -5% | -$13.9K | ﹤0.01% | 1210 |
|
|
2023
Q4 | $278K | Buy |
1,556
+19
| +1% | +$3.4K | 0.01% | 1170 |
|
|
2023
Q3 | $249K | Sell |
1,537
-79
| -5% | -$12.8K | 0.01% | 1194 |
|
|
2023
Q2 | $286K | Buy |
1,616
+79
| +5% | +$14K | 0.01% | 1172 |
|
|
2023
Q1 | $263K | Sell |
1,537
-711
| -32% | -$122K | 0.01% | 1170 |
|
|
2022
Q4 | $345K | Buy |
2,248
+611
| +37% | +$93.9K | 0.01% | 1033 |
|
|
2022
Q3 | $236K | Hold |
1,637
| – | – | 0.01% | 1152 |
|
|
2022
Q2 | $215K | Sell |
1,637
-31
| -2% | -$4.07K | ﹤0.01% | 1235 |
|
|
2022
Q1 | $256K | Buy |
1,668
+46
| +3% | +$7.06K | ﹤0.01% | 1265 |
|
|
2021
Q4 | $234K | Sell |
1,622
-318
| -16% | -$45.9K | ﹤0.01% | 1334 |
|
|
2021
Q3 | $256K | Sell |
1,940
-1,619
| -45% | -$214K | ﹤0.01% | 1284 |
|
|
2021
Q2 | $496K | Buy |
3,559
+1,559
| +78% | +$217K | 0.01% | 1036 |
|
|
2021
Q1 | $251K | Hold |
2,000
| – | – | 0.01% | 1256 |
|
|
2020
Q4 | $265K | Buy |
+2,000
| New | +$265K | 0.01% | 1132 |
|
|
2020
Q2 | – | Sell |
-4,560
| Closed | -$340K | – | 1287 |
|
|
2020
Q1 | $340K | Buy |
4,560
+225
| +5% | +$16.8K | 0.01% | 865 |
|
|
2019
Q4 | $495K | Buy |
4,335
+1,397
| +48% | +$160K | 0.01% | 837 |
|
|
2019
Q3 | $367K | Buy |
2,938
+1,271
| +76% | +$159K | 0.01% | 909 |
|
|
2019
Q2 | $223K | Buy |
+1,667
| New | +$223K | 0.01% | 1137 |
|
|
2018
Q4 | – | Sell |
-2,167
| Closed | -$201K | – | 1295 |
|
|
2018
Q3 | $201K | Buy |
+2,167
| New | +$201K | 0.01% | 1229 |
|
|
2014
Q2 | – | Sell |
-9,324
| Closed | -$230K | – | 1439 |
|
|
2014
Q1 | $230K | Buy |
+9,324
| New | +$230K | 0.01% | 1170 |
|