Parallel Advisors’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $112K | Buy |
408
+111
| +37% | +$35.7K | ﹤0.01% | 1516 |
|
|
2025
Q4 | $96.3K | Buy |
297
+1
| +0.3% | +$316 | ﹤0.01% | 1483 |
|
|
2025
Q3 | $95.7K | Sell |
296
-104
| -26% | -$33.1K | ﹤0.01% | 1440 |
|
|
2025
Q2 | $131K | Sell |
400
-5
| -1% | -$1.38K | ﹤0.01% | 1214 |
|
|
2025
Q1 | $108K | Sell |
405
-53
| -12% | -$12.9K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $109K | Buy |
458
+4
| +0.9% | +$1.04K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $119K | Buy |
454
+262
| +136% | +$63.4K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $43K | Buy |
192
+25
| +15% | +$5.28K | ﹤0.01% | 1602 |
|
|
2024
Q1 | $32K | Sell |
167
-4
| -2% | -$742 | ﹤0.01% | 1714 |
|
|
2023
Q4 | $30.7K | Sell |
171
-26
| -13% | -$4.4K | ﹤0.01% | 1676 |
|
|
2023
Q3 | $32K | Sell |
197
-47
| -19% | -$7.98K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $43.3K | Buy |
244
+15
| +7% | +$2.53K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $39.3K | Buy |
229
+1
| +0.4% | +$168 | ﹤0.01% | 1496 |
|
|
2022
Q4 | $35.1K | Sell |
228
-8
| -3% | -$1.25K | ﹤0.01% | 1451 |
|
|
2022
Q3 | $34K | Buy |
236
+81
| +52% | +$12.1K | ﹤0.01% | 1426 |
|
|
2022
Q2 | $20K | Sell |
155
-15
| -9% | -$2.11K | ﹤0.01% | 1666 |
|
|
2022
Q1 | $26K | Sell |
170
-161
| -49% | -$23.4K | ﹤0.01% | 1594 |
|
|
2021
Q4 | $48K | Buy |
331
+87
| +36% | +$12.3K | ﹤0.01% | 1341 |
|
|
2021
Q3 | $32K | Buy |
244
+77
| +46% | +$10.1K | ﹤0.01% | 1501 |
|
|
2021
Q2 | $23K | Buy |
167
+13
| +8% | +$1.79K | ﹤0.01% | 1607 |
|
|
2021
Q1 | $19K | Buy |
154
+15
| +11% | +$1.93K | ﹤0.01% | 1610 |
|
|
2020
Q4 | $18K | Sell |
139
-56
| -29% | -$6.83K | ﹤0.01% | 1526 |
|
|
2020
Q3 | $20K | Buy |
195
+29
| +17% | +$3K | ﹤0.01% | 1442 |
|
|
2020
Q2 | $16K | Sell |
166
-96
| -37% | -$8.86K | ﹤0.01% | 1502 |
|
|
2020
Q1 | $19K | Buy |
262
+129
| +97% | +$14.1K | ﹤0.01% | 1333 |
|
|
2019
Q4 | $15K | Sell |
133
-7
| -5% | -$861 | ﹤0.01% | 1547 |
|
|
2019
Q3 | $18K | Buy |
140
+65
| +87% | +$8.89K | ﹤0.01% | 1404 |
|
|
2019
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 1586 |
|
|
2019
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 1675 |
|
|
2018
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 1583 |
|
|
2018
Q3 | $7K | Sell |
75
-27
| -26% | -$2.22K | ﹤0.01% | 1578 |
|
|
2018
Q2 | $7K | Sell |
102
-2
| -2% | -$145 | ﹤0.01% | 1473 |
|
|
2018
Q1 | $7K | Sell |
104
-27
| -21% | -$1.77K | ﹤0.01% | 1414 |
|
|
2017
Q4 | $6K | Hold |
131
| – | – | ﹤0.01% | 1489 |
|
|
2017
Q3 | $6K | Hold |
131
| – | – | ﹤0.01% | 1492 |
|
|
2017
Q2 | $5K | Buy |
131
+21
| +19% | +$773 | ﹤0.01% | 1593 |
|
|
2017
Q1 | $3K | Sell |
110
-354
| -76% | -$11.8K | ﹤0.01% | 1672 |
|
|
2016
Q4 | $15K | Buy |
+464
| New | +$13.9K | ﹤0.01% | 967 |
|
Other funds holding HEI
DAM
VPM
VCM
