Rothschild Investment LLC’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5K | Sell |
212
-10
| -5% | -$3.28K | ﹤0.01% | 713 |
|
|
2025
Q1 | $59.3K | Sell |
222
-30
| -12% | -$8.02K | ﹤0.01% | 727 |
|
|
2024
Q4 | $59.9K | Buy |
252
+101
| +67% | +$24K | ﹤0.01% | 746 |
|
|
2024
Q3 | $39.5K | Hold |
151
| – | – | ﹤0.01% | 837 |
|
|
2024
Q2 | $33.8K | Hold |
151
| – | – | ﹤0.01% | 849 |
|
|
2024
Q1 | $28.8K | Hold |
151
| – | – | ﹤0.01% | 839 |
|
|
2023
Q4 | $27K | Buy |
+151
| New | +$27K | ﹤0.01% | 791 |
|