Savant Capital’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
834
+33
| +4% | +$10.8K | ﹤0.01% | 1446 |
|
|
2025
Q1 | $214K | Sell |
801
-145
| -15% | -$38.7K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $225K | Sell |
946
-12
| -1% | -$2.85K | ﹤0.01% | 1260 |
|
|
2024
Q3 | $250K | Buy |
+958
| New | +$250K | ﹤0.01% | 1171 |
|
|
2024
Q2 | – | Sell |
-1,930
| Closed | -$369K | – | 1294 |
|
|
2024
Q1 | $369K | Sell |
1,930
-650
| -25% | -$124K | ﹤0.01% | 822 |
|
|
2023
Q4 | $462K | Buy |
2,580
+667
| +35% | +$119K | 0.01% | 582 |
|
|
2023
Q3 | $310K | Buy |
1,913
+4
| +0.2% | +$648 | ﹤0.01% | 643 |
|
|
2023
Q2 | $338K | Buy |
1,909
+84
| +5% | +$14.9K | 0.01% | 622 |
|
|
2023
Q1 | $312K | Buy |
1,825
+16
| +0.9% | +$2.74K | 0.01% | 587 |
|
|
2022
Q4 | $278K | Buy |
1,809
+36
| +2% | +$5.53K | 0.01% | 479 |
|
|
2022
Q3 | $255K | Hold |
1,773
| – | – | 0.01% | 456 |
|
|
2022
Q2 | $232K | Sell |
1,773
-10
| -0.6% | -$1.31K | 0.01% | 485 |
|
|
2022
Q1 | $274K | Sell |
1,783
-6
| -0.3% | -$922 | 0.01% | 472 |
|
|
2021
Q4 | $258K | Hold |
1,789
| – | – | 0.01% | 480 |
|
|
2021
Q3 | $236K | Hold |
1,789
| – | – | 0.01% | 465 |
|
|
2021
Q2 | $249K | Hold |
1,789
| – | – | 0.01% | 435 |
|
|
2021
Q1 | $225K | Buy |
+1,789
| New | +$225K | 0.01% | 425 |
|
|
2020
Q4 | – | Sell |
-2,047
| Closed | -$214K | – | 436 |
|
|
2020
Q3 | $214K | Sell |
2,047
-43
| -2% | -$4.5K | 0.01% | 372 |
|
|
2020
Q2 | $208K | Buy |
+2,090
| New | +$208K | 0.02% | 373 |
|