Powell Investment Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Hold |
1,239
| – | – | 0.15% | 85 |
|
|
2025
Q1 | $331K | Hold |
1,239
| – | – | 0.16% | 81 |
|
|
2024
Q4 | $295K | Hold |
1,239
| – | – | 0.14% | 93 |
|
|
2024
Q3 | $324K | Hold |
1,239
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $277K | Hold |
1,239
| – | – | 0.14% | 87 |
|
|
2024
Q1 | $237K | Hold |
1,239
| – | – | 0.13% | 102 |
|
|
2023
Q4 | $222K | Hold |
1,239
| – | – | 0.12% | 107 |
|
|
2023
Q3 | $201K | Hold |
1,239
| – | – | 0.12% | 107 |
|
|
2023
Q2 | $219K | Hold |
1,239
| – | – | 0.13% | 93 |
|
|
2023
Q1 | $212K | Buy |
+1,239
| New | +$212K | 0.12% | 97 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$209K | – | 114 |
|
|
2020
Q3 | $209K | Buy |
+2,000
| New | +$209K | 0.18% | 85 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$228K | – | 122 |
|
|
2019
Q4 | $228K | Buy |
+2,000
| New | +$228K | 0.24% | 91 |
|