Simplex Trading’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
+2,741
| New | +$899K | ﹤0.01% | 446 |
|
|
2025
Q1 | – | Sell |
-2,312
| Closed | -$549K | – | 3027 |
|
|
2024
Q4 | $549K | Buy |
+2,312
| New | +$549K | ﹤0.01% | 615 |
|
|
2024
Q2 | – | Sell |
-1,331
| Closed | -$254K | – | 3087 |
|
|
2024
Q1 | $254K | Buy |
+1,331
| New | +$254K | ﹤0.01% | 894 |
|
|
2023
Q4 | – | Sell |
-2,987
| Closed | -$483K | – | 3101 |
|
|
2023
Q3 | $483K | Buy |
+2,987
| New | +$483K | ﹤0.01% | 556 |
|
|
2023
Q1 | – | Sell |
-175
| Closed | -$26K | – | 3053 |
|
|
2022
Q4 | $26K | Buy |
175
+156
| +821% | +$23.2K | ﹤0.01% | 1522 |
|
|
2022
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 2381 |
|
|
2020
Q1 | – | Sell |
-1,616
| Closed | -$184K | – | 2486 |
|
|
2019
Q4 | $184K | Buy |
+1,616
| New | +$184K | ﹤0.01% | 771 |
|
|
2019
Q3 | – | Sell |
-13,971
| Closed | -$1.87M | – | 2326 |
|
|
2019
Q2 | $1.87M | Buy |
13,971
+13,881
| +15,423% | +$1.86M | 0.01% | 114 |
|
|
2019
Q1 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 1471 |
|
|
2018
Q4 | – | Sell |
-1,132
| Closed | -$104K | – | 2325 |
|
|
2018
Q3 | $104K | Buy |
1,132
+535
| +90% | +$49.2K | ﹤0.01% | 1020 |
|
|
2018
Q2 | $43K | Buy |
597
+348
| +140% | +$25.1K | ﹤0.01% | 1287 |
|
|
2018
Q1 | $17K | Buy |
+249
| New | +$17K | ﹤0.01% | 1450 |
|
|
2017
Q4 | – | Sell |
-4,369
| Closed | -$200K | – | 2282 |
|
|
2017
Q3 | $200K | Buy |
+4,369
| New | +$200K | 0.01% | 642 |
|
|
2016
Q1 | – | Sell |
-977
| Closed | -$21K | – | 2078 |
|
|
2015
Q4 | $21K | Buy |
+977
| New | +$21K | ﹤0.01% | 1147 |
|