Sequoia Financial Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
1,611
+461
| +40% | +$151K | ﹤0.01% | 962 |
|
|
2025
Q1 | $307K | Buy |
1,150
+177
| +18% | +$47.3K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $231K | Buy |
973
+46
| +5% | +$10.9K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $242K | Sell |
927
-126
| -12% | -$32.9K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $235K | Buy |
+1,053
| New | +$235K | ﹤0.01% | 1009 |
|
|
2024
Q1 | – | Sell |
-1,129
| Closed | -$202K | – | 1208 |
|
|
2023
Q4 | $202K | Buy |
+1,129
| New | +$202K | ﹤0.01% | 1103 |
|