Simplex Trading’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 | $88K | Sell |
343
-481
| -58% | -$123K | ﹤0.01% | 1227 |
|
|
2025
Q1 | $173K | Sell |
824
-353
| -30% | -$74.1K | ﹤0.01% | 904 |
|
|
2024
Q4 | $219K | Buy |
1,177
+915
| +349% | +$170K | ﹤0.01% | 923 |
|
|
2024
Q3 | $53K | Buy |
262
+146
| +126% | +$29.5K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $20K | Buy |
+116
| New | +$20K | ﹤0.01% | 1614 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3049 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3102 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2996 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3087 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3054 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3193 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3362 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3284 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3459 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3521 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3188 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3268 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3001 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$8K | – | 2760 |
|
|
2020
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1778 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2469 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2487 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2371 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2327 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2241 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2270 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2326 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2431 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2442 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2351 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2283 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2190 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2237 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2079 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2103 |
|