RKL Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Hold |
1,929
| – | – | 0.06% | 117 |
|
|
2025
Q1 | $515K | Buy |
1,929
+1
| +0.1% | +$267 | 0.05% | 119 |
|
|
2024
Q4 | $458K | Sell |
1,928
-30
| -2% | -$7.13K | 0.04% | 128 |
|
|
2024
Q3 | $512K | Buy |
1,958
+31
| +2% | +$8.11K | 0.05% | 101 |
|
|
2024
Q2 | $431K | Hold |
1,927
| – | – | 0.04% | 104 |
|
|
2024
Q1 | $368K | Buy |
1,927
+1
| +0.1% | +$191 | 0.04% | 113 |
|
|
2023
Q4 | $345K | Hold |
1,926
| – | – | 0.04% | 113 |
|
|
2023
Q3 | $312K | Buy |
1,926
+1
| +0.1% | +$162 | 0.04% | 108 |
|
|
2023
Q2 | $341K | Sell |
1,925
-18
| -0.9% | -$3.19K | 0.04% | 111 |
|
|
2023
Q1 | $332K | Buy |
1,943
+2
| +0.1% | +$342 | 0.04% | 110 |
|
|
2022
Q4 | $298K | Sell |
1,941
-1
| -0.1% | -$154 | 0.04% | 113 |
|
|
2022
Q3 | $280K | Buy |
1,942
+1
| +0.1% | +$144 | 0.04% | 115 |
|
|
2022
Q2 | $254K | Sell |
1,941
-18
| -0.9% | -$2.36K | 0.03% | 120 |
|
|
2022
Q1 | $301K | Buy |
1,959
+2
| +0.1% | +$307 | 0.04% | 121 |
|
|
2021
Q4 | $282K | Hold |
1,957
| – | – | 0.03% | 108 |
|
|
2021
Q3 | $258K | Buy |
1,957
+1
| +0.1% | +$132 | 0.03% | 112 |
|
|
2021
Q2 | $273K | Hold |
1,956
| – | – | 0.03% | 113 |
|
|
2021
Q1 | $246K | Buy |
1,956
+1
| +0.1% | +$126 | 0.03% | 117 |
|
|
2020
Q4 | $259K | Hold |
1,955
| – | – | 0.04% | 111 |
|
|
2020
Q3 | $205K | Buy |
+1,955
| New | +$205K | 0.03% | 116 |
|
|
2020
Q1 | – | Sell |
-1,952
| Closed | -$223K | – | 114 |
|
|
2019
Q4 | $223K | Hold |
1,952
| – | – | 0.04% | 114 |
|
|
2019
Q3 | $243K | Sell |
1,952
-8
| -0.4% | -$996 | 0.05% | 113 |
|
|
2019
Q2 | $262K | Buy |
+1,960
| New | +$262K | 0.05% | 115 |
|
|
2017
Q4 | – | Sell |
-4,699
| Closed | -$201K | – | 142 |
|
|
2017
Q3 | $201K | Buy |
+4,699
| New | +$201K | 0.06% | 145 |
|