Orion Portfolio Solutions’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $241K | Sell |
904
-116
| -11% | -$31K | ﹤0.01% | 1731 |
|
|
2024
Q4 | $242K | Buy |
1,020
+76
| +8% | +$18.1K | ﹤0.01% | 1665 |
|
|
2024
Q3 | $247K | Buy |
+944
| New | +$247K | ﹤0.01% | 1617 |
|
|
2020
Q3 | – | Sell |
-274
| Closed | -$27K | – | 1107 |
|
|
2020
Q2 | $27K | Sell |
274
-87
| -24% | -$8.57K | ﹤0.01% | 865 |
|
|
2020
Q1 | $27K | Sell |
361
-196
| -35% | -$14.7K | ﹤0.01% | 751 |
|
|
2019
Q4 | $64K | Buy |
+557
| New | +$64K | 0.01% | 502 |
|