Savant Capital’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 | $3.96M | Buy |
15,318
+67
| +0.4% | +$17.3K | 0.02% | 356 |
|
|
2025
Q1 | $3.22M | Buy |
15,251
+5,207
| +52% | +$1.1M | 0.02% | 374 |
|
|
2024
Q4 | $1.87M | Buy |
10,044
+14
| +0.1% | +$2.61K | 0.01% | 461 |
|
|
2024
Q3 | $2.04M | Buy |
10,030
+10
| +0.1% | +$2.04K | 0.02% | 421 |
|
|
2024
Q2 | $1.78M | Buy |
10,020
+4,916
| +96% | +$873K | 0.02% | 414 |
|
|
2024
Q1 | $786K | Sell |
5,104
-75
| -1% | -$11.5K | 0.01% | 613 |
|
|
2023
Q4 | $738K | Buy |
+5,179
| New | +$738K | 0.01% | 480 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$254K | – | 563 |
|
|
2022
Q1 | $254K | Buy |
+2,000
| New | +$254K | 0.01% | 488 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$237K | – | 559 |
|
|
2021
Q3 | $237K | Hold |
2,000
| – | – | 0.01% | 464 |
|
|
2021
Q2 | $248K | Hold |
2,000
| – | – | 0.01% | 436 |
|
|
2021
Q1 | $227K | Buy |
+2,000
| New | +$227K | 0.01% | 424 |
|