Principal Securities’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.5K | Sell |
276
-56
| -17% | -$18.4K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $78.9K | Hold |
332
| – | – | ﹤0.01% | 1537 |
|
|
2024
Q4 | $78.9K | Buy |
332
+47
| +16% | +$11.2K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $74.5K | Buy |
285
+22
| +8% | +$5.75K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $58.8K | Hold |
263
| – | – | ﹤0.01% | 1550 |
|
|
2024
Q1 | $50.2K | Sell |
263
-597
| -69% | -$114K | ﹤0.01% | 1566 |
|
|
2023
Q4 | $154K | Buy |
+860
| New | +$154K | 0.01% | 1014 |
|