O'Shaughnessy Asset Management’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
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|
2025
Q1 | $672K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | $178K | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $180K | Sell |
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|
2019
Q3 | $306K | Buy |
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|
2019
Q2 | $14K | Sell |
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|
2019
Q1 | $192K | Sell |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $404K | Sell |
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|
2018
Q1 | $903K | Sell |
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|
2017
Q4 | $788K | Buy |
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|
2017
Q3 | $749K | Buy |
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|
2017
Q2 | $230K | Buy |
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