OCM
Osterweis Capital Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
671
| – | – | 0.01% | 135 |
|
|
2025
Q1 | $179K | Hold |
671
| – | – | 0.01% | 124 |
|
|
2024
Q4 | $160K | Hold |
671
| – | – | 0.01% | 142 |
|
|
2024
Q3 | $175K | Hold |
671
| – | – | 0.01% | 136 |
|
|
2024
Q2 | $150K | Sell |
671
-120
| -15% | -$26.8K | 0.01% | 137 |
|
|
2024
Q1 | $151K | Sell |
791
-10
| -1% | -$1.91K | 0.01% | 139 |
|
|
2023
Q4 | $143K | Hold |
801
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $130K | Hold |
801
| – | – | 0.01% | 138 |
|
|
2023
Q2 | $142K | Hold |
801
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $137K | Buy |
+801
| New | +$137K | 0.01% | 142 |
|