Savant Capital’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $262K | Buy |
956
+201
| +27% | +$64.7K | ﹤0.01% | 1250 |
|
|
2025
Q4 | $244K | Sell |
755
-11
| -1% | -$3.48K | ﹤0.01% | 1183 |
|
|
2025
Q3 | $247K | Buy |
766
+3
| +0.4% | +$955 | ﹤0.01% | 1133 |
|
|
2025
Q2 | $250K | Hold |
763
| – | – | ﹤0.01% | 1040 |
|
|
2025
Q1 | $204K | Sell |
763
-183
| -19% | -$44.6K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $225K | Sell |
946
-12
| -1% | -$3.11K | ﹤0.01% | 1263 |
|
|
2024
Q3 | $250K | Buy |
+958
| New | +$232K | ﹤0.01% | 1173 |
|
|
2024
Q2 | – | Sell |
-1,930
| Closed | -$369K | – | 1299 |
|
|
2024
Q1 | $369K | Sell |
1,930
-650
| -25% | -$121K | ﹤0.01% | 823 |
|
|
2023
Q4 | $462K | Buy |
2,580
+667
| +35% | +$113K | 0.01% | 582 |
|
|
2023
Q3 | $310K | Buy |
1,913
+4
| +0.2% | +$679 | ﹤0.01% | 644 |
|
|
2023
Q2 | $338K | Buy |
1,909
+84
| +5% | +$14.2K | 0.01% | 622 |
|
|
2023
Q1 | $312K | Buy |
1,825
+16
| +0.9% | +$2.69K | 0.01% | 588 |
|
|
2022
Q4 | $278K | Buy |
1,809
+36
| +2% | +$5.61K | 0.01% | 480 |
|
|
2022
Q3 | $255K | Hold |
1,773
| – | – | 0.01% | 458 |
|
|
2022
Q2 | $232K | Sell |
1,773
-10
| -0.6% | -$1.41K | 0.01% | 486 |
|
|
2022
Q1 | $274K | Sell |
1,783
-6
| -0.3% | -$871 | 0.01% | 473 |
|
|
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 | +$230K | 0.01% | 425 |
|
|
2020
Q4 | – | Sell |
-2,047
| Closed | -$214K | – | 442 |
|
|
2020
Q3 | $214K | Sell |
2,047
-43
| -2% | -$4.44K | 0.01% | 372 |
|
|
2020
Q2 | $208K | Buy |
+2,090
| New | +$193K | 0.02% | 373 |
|
Other funds holding HEI
DAM
VPM
VCM
