Plante Moran Financial Advisors’s HEICO Corp HEI Stock Holding History

Plante Moran Financial Advisors’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-560	Closed	-$146K	–	955
2024 Q3	$146K	Buy	560 +3	+0.5%	+$726	0.01%	214
2024 Q2	$124K	Buy	557 +15	+3%	+$3.17K	0.01%	218
2024 Q1	$103K	Buy	542 +2	+0.4%	+$371	0.01%	246
2023 Q4	$96.6K	Buy	540 +5	+0.9%	+$847	0.01%	251
2023 Q3	$86.7K	Buy	535 +4	+0.8%	+$679	0.01%	243
2023 Q2	$94K	Buy	531 +17	+3%	+$2.87K	0.01%	238
2023 Q1	$87.9K	Buy	514 +1	+0.2%	+$168	0.01%	239
2022 Q4	$78.8K	Buy	513 +6	+1%	+$934	0.01%	255
2022 Q3	$73K	Buy	507 +6	+1%	+$900	0.01%	250
2022 Q2	$66K	Buy	501 +17	+4%	+$2.4K	0.01%	278
2022 Q1	$74K	Buy	484 +3	+0.6%	+$435	0.01%	272
2021 Q4	$69K	Sell	481 -87	-15%	-$12.3K	0.01%	305
2021 Q3	$75K	Buy	568 +98	+21%	+$12.9K	0.02%	308
2021 Q2	$66K	Buy	470 +5	+1%	+$690	0.02%	312
2021 Q1	$59K	Sell	465 -61	-12%	-$7.84K	0.02%	327
2020 Q4	$70K	Buy	526 +5	+1%	+$610	0.02%	293
2020 Q3	$55K	Buy	521 +6	+1%	+$620	0.02%	305
2020 Q2	$51K	Buy	515 +26	+5%	+$2.4K	0.02%	289
2020 Q1	$36K	Sell	489 -78	-14%	-$8.53K	0.02%	307
2019 Q4	$65K	Buy	567 +163	+40%	+$20.1K	0.02%	282
2019 Q3	$50K	Buy	404 +6	+2%	+$820	0.01%	337
2019 Q2	$53K	Buy	398 +32	+9%	+$3.56K	0.02%	330
2019 Q1	$35K	Buy	366 +6	+2%	+$523	0.01%	394
2018 Q4	$28K	Buy	360 +7	+2%	+$584	0.01%	385
2018 Q3	$33K	Buy	353 +11	+3%	+$904	0.01%	369
2018 Q2	$25K	Buy	342 +41	+14%	+$2.98K	0.01%	446
2018 Q1	$21K	Sell	301 -64	-18%	-$4.19K	0.01%	494
2017 Q4	$18K	Buy	365 +13	+4%	+$606	0.01%	513
2017 Q3	$16K	Buy	352 +22	+7%	+$935	0.01%	487
2017 Q2	$12K	Buy	330 +79	+31%	+$2.91K	0.01%	533
2017 Q1	$9K	Buy	251 +22	+10%	+$733	0.01%	586
2016 Q4	$7K	Sell	229 -1,854	-89%	-$55.7K	﹤0.01%	646
2016 Q3	$59K	Buy	2,083 +1,905	+1,070%	+$53.8K	0.04%	281
2016 Q2	$5K	Buy	178 +90	+102%	+$2.33K	﹤0.01%	634
2016 Q1	$2K	Buy	88 +29	+49%	+$667	﹤0.01%	721
2015 Q4	$1K	Buy	59 +37	+168%	+$770	﹤0.01%	906
2015 Q3	$0	Buy	+22	New	+$480	﹤0.01%	724