Plante Moran Financial Advisors’s HEICO HEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-560	Closed	-$146K	–	955
2024 Q3	$146K	Buy	560 +3	+0.5%	+$784	0.01%	214
2024 Q2	$124K	Buy	557 +15	+3%	+$3.35K	0.01%	218
2024 Q1	$103K	Buy	542 +2	+0.4%	+$382	0.01%	246
2023 Q4	$96.6K	Buy	540 +5	+0.9%	+$895	0.01%	251
2023 Q3	$86.7K	Buy	535 +4	+0.8%	+$648	0.01%	243
2023 Q2	$94K	Buy	531 +17	+3%	+$3.01K	0.01%	238
2023 Q1	$87.9K	Buy	514 +1	+0.2%	+$171	0.01%	239
2022 Q4	$78.8K	Buy	513 +6	+1%	+$921	0.01%	255
2022 Q3	$73K	Buy	507 +6	+1%	+$864	0.01%	250
2022 Q2	$66K	Buy	501 +17	+4%	+$2.24K	0.01%	277
2022 Q1	$74K	Buy	484 +3	+0.6%	+$459	0.01%	272
2021 Q4	$69K	Sell	481 -87	-15%	-$12.5K	0.01%	305
2021 Q3	$75K	Buy	568 +98	+21%	+$12.9K	0.02%	308
2021 Q2	$66K	Buy	470 +5	+1%	+$702	0.02%	312
2021 Q1	$59K	Sell	465 -61	-12%	-$7.74K	0.02%	327
2020 Q4	$70K	Buy	526 +5	+1%	+$665	0.02%	293
2020 Q3	$55K	Buy	521 +6	+1%	+$633	0.02%	305
2020 Q2	$51K	Buy	515 +26	+5%	+$2.58K	0.02%	288
2020 Q1	$36K	Sell	489 -78	-14%	-$5.74K	0.02%	306
2019 Q4	$65K	Buy	567 +163	+40%	+$18.7K	0.02%	281
2019 Q3	$50K	Buy	404 +6	+2%	+$743	0.01%	337
2019 Q2	$53K	Buy	398 +32	+9%	+$4.26K	0.02%	328
2019 Q1	$35K	Buy	366 +6	+2%	+$574	0.01%	392
2018 Q4	$28K	Buy	360 +7	+2%	+$544	0.01%	383
2018 Q3	$33K	Buy	353 +11	+3%	+$1.03K	0.01%	367
2018 Q2	$25K	Buy	342 +41	+14%	+$3K	0.01%	444
2018 Q1	$21K	Sell	301 -64	-18%	-$4.47K	0.01%	492
2017 Q4	$18K	Buy	365 +13	+4%	+$641	0.01%	513
2017 Q3	$16K	Buy	352 +22	+7%	+$1K	0.01%	487
2017 Q2	$12K	Buy	330 +79	+31%	+$2.87K	0.01%	533
2017 Q1	$9K	Buy	251 +22	+10%	+$789	0.01%	585
2016 Q4	$7K	Sell	229 -1,854	-89%	-$56.7K	﹤0.01%	645
2016 Q3	$59K	Buy	2,083 +1,905	+1,070%	+$54K	0.04%	280
2016 Q2	$5K	Buy	178 +90	+102%	+$2.53K	﹤0.01%	632
2016 Q1	$2K	Buy	88 +29	+49%	+$659	﹤0.01%	721
2015 Q4	$1K	Buy	59 +37	+168%	+$627	﹤0.01%	906
2015 Q3	$0	Buy	+22	New	–	﹤0.01%	723