Simon Quick 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 | $639K | Buy |
1,948
+563
| +41% | +$185K | 0.03% | 357 |
|
|
2025
Q1 | $370K | Buy |
1,385
+335
| +32% | +$89.5K | 0.02% | 373 |
|
|
2024
Q4 | $250K | Buy |
+1,050
| New | +$250K | 0.01% | 392 |
|
|
2022
Q2 | – | Sell |
-53
| Closed | -$8K | – | 273 |
|
|
2022
Q1 | $8K | Hold |
53
| – | – | ﹤0.01% | 309 |
|
|
2021
Q4 | $8K | Sell |
53
-5
| -9% | -$755 | ﹤0.01% | 318 |
|
|
2021
Q3 | $7K | Buy |
58
+5
| +9% | +$603 | ﹤0.01% | 364 |
|
|
2021
Q2 | $7K | Hold |
53
| – | – | ﹤0.01% | 392 |
|
|
2021
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 384 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 577 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 665 |
|