Proficio Capital Partners’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
1,012
+6
| +0.6% | +$1.55K | 0.02% | 354 |
|
|
2025
Q1 | $212K | Buy |
+1,006
| New | +$212K | 0.02% | 360 |
|
|
2019
Q3 | – | Sell |
-288
| Closed | -$30K | – | 739 |
|
|
2019
Q2 | $30K | Hold |
288
| – | – | 0.01% | 538 |
|
|
2019
Q1 | $24K | Hold |
288
| – | – | 0.01% | 577 |
|
|
2018
Q4 | $18K | Hold |
288
| – | – | 0.01% | 570 |
|
|
2018
Q3 | $22K | Buy |
288
+10
| +4% | +$764 | 0.01% | 555 |
|
|
2018
Q2 | $17K | Sell |
278
-1
| -0.4% | -$61 | 0.01% | 648 |
|
|
2018
Q1 | $16K | Sell |
279
-1
| -0.4% | -$57 | ﹤0.01% | 654 |
|
|
2017
Q4 | $14K | Hold |
280
| – | – | ﹤0.01% | 699 |
|
|
2017
Q3 | $14K | Hold |
280
| – | – | 0.01% | 684 |
|
|
2017
Q2 | $13K | Sell |
280
-70
| -20% | -$3.25K | 0.01% | 728 |
|
|
2017
Q1 | $11K | Buy |
+350
| New | +$11K | ﹤0.01% | 786 |
|