Powell Investment Advisors’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Hold |
|
|||||
|
2025
Q2 | $406K | Hold |
|
|||||
|
2025
Q1 | $331K | Hold |
|
|||||
|
2024
Q4 | $295K | Hold |
|
|||||
|
2024
Q3 | $324K | Hold |
|
|||||
|
2024
Q2 | $277K | Hold |
|
|||||
|
2024
Q1 | $237K | Hold |
|
|||||
|
2023
Q4 | $222K | Hold |
|
|||||
|
2023
Q3 | $201K | Hold |
|
|||||
|
2023
Q2 | $219K | Hold |
|
|||||
|
2023
Q1 | $212K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $209K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $228K | Buy |
|