Sherbrooke Park Advisers’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
1,539
+426
| +38% | +$140K | 0.22% | 170 |
|
|
2025
Q1 | $297K | Buy |
+1,113
| New | +$297K | 0.14% | 301 |
|
|
2024
Q4 | – | Sell |
-1,933
| Closed | -$505K | – | 939 |
|
|
2024
Q3 | $505K | Buy |
+1,933
| New | +$505K | 0.12% | 310 |
|
|
2023
Q1 | – | Sell |
-5,500
| Closed | -$845K | – | 244 |
|
|
2022
Q4 | $845K | Buy |
+5,500
| New | +$845K | 0.62% | 32 |
|