PFS Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
9,951
-537
| -5% | -$176K | 1.64% | 16 |
|
|
2025
Q1 | $2.8M | Buy |
10,488
+5
| +0% | +$1.34K | 1.48% | 17 |
|
|
2024
Q4 | $2.49M | Hold |
10,483
| – | – | 1.33% | 17 |
|
|
2024
Q3 | $2.74M | Hold |
10,483
| – | – | 1.55% | 16 |
|
|
2024
Q2 | $2.34M | Hold |
10,483
| – | – | 1.46% | 15 |
|
|
2024
Q1 | $2M | Hold |
10,483
| – | – | 1.33% | 15 |
|
|
2023
Q4 | $1.88M | Buy |
+10,483
| New | +$1.88M | 1.28% | 16 |
|