Pathstone Holdings’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
5,878
-68
| -1% | -$22.3K | 0.01% | 1013 |
|
|
2025
Q1 | $1.59M | Buy |
5,946
+2
| +0% | +$534 | 0.01% | 1113 |
|
|
2024
Q4 | $1.41M | Buy |
5,944
+28
| +0.5% | +$6.66K | 0.01% | 1174 |
|
|
2024
Q3 | $1.55M | Buy |
5,916
+60
| +1% | +$15.7K | 0.01% | 1131 |
|
|
2024
Q2 | $1.31M | Buy |
5,856
+371
| +7% | +$83K | 0.01% | 1165 |
|
|
2024
Q1 | $1.05M | Buy |
5,485
+2,971
| +118% | +$568K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $450K | Buy |
+2,514
| New | +$450K | ﹤0.01% | 1570 |
|