Park Avenue Securities’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,089
| Closed | -$1.21M | – | 1328 |
|
|
2024
Q4 | $1.21M | Buy |
5,089
+368
| +8% | +$87.5K | 0.01% | 674 |
|
|
2024
Q3 | $1.24M | Sell |
4,721
-568
| -11% | -$149K | 0.01% | 591 |
|
|
2024
Q2 | $1.18M | Sell |
5,289
-222
| -4% | -$49.7K | 0.01% | 595 |
|
|
2024
Q1 | $1.05M | Sell |
5,511
-1,855
| -25% | -$354K | 0.01% | 639 |
|
|
2023
Q4 | $1.32M | Sell |
7,366
-2,779
| -27% | -$497K | 0.02% | 511 |
|
|
2023
Q3 | $1.64M | Sell |
10,145
-3,024
| -23% | -$490K | 0.03% | 390 |
|
|
2023
Q2 | $2.33M | Sell |
13,169
-1,641
| -11% | -$290K | 0.04% | 283 |
|
|
2023
Q1 | $2.53M | Sell |
14,810
-823
| -5% | -$141K | 0.04% | 250 |
|
|
2022
Q4 | $2.4M | Buy |
15,633
+682
| +5% | +$105K | 0.04% | 257 |
|
|
2022
Q3 | $2.15M | Sell |
14,951
-778
| -5% | -$112K | 0.04% | 254 |
|
|
2022
Q2 | $2.06M | Sell |
15,729
-656
| -4% | -$86K | 0.04% | 266 |
|
|
2022
Q1 | $2.52M | Buy |
16,385
+1,296
| +9% | +$199K | 0.04% | 227 |
|
|
2021
Q4 | $2.18M | Buy |
15,089
+2,899
| +24% | +$418K | 0.04% | 267 |
|
|
2021
Q3 | $1.61M | Buy |
12,190
+1,057
| +9% | +$139K | 0.03% | 283 |
|
|
2021
Q2 | $1.55M | Buy |
11,133
+2,034
| +22% | +$284K | 0.03% | 271 |
|
|
2021
Q1 | $1.15M | Buy |
9,099
+3,064
| +51% | +$386K | 0.03% | 305 |
|
|
2020
Q4 | $799K | Buy |
6,035
+2,313
| +62% | +$306K | 0.02% | 353 |
|
|
2020
Q3 | $390K | Buy |
+3,722
| New | +$390K | 0.01% | 500 |
|