Spire Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Sell |
135
-61
| -31% | -$20K | ﹤0.01% | 1247 |
|
|
2025
Q1 | $52.4K | Sell |
196
-426
| -68% | -$114K | ﹤0.01% | 1259 |
|
|
2024
Q4 | $148K | Buy |
622
+319
| +105% | +$75.8K | ﹤0.01% | 909 |
|
|
2024
Q3 | $79.2K | Sell |
303
-10
| -3% | -$2.62K | ﹤0.01% | 988 |
|
|
2024
Q2 | $70K | Sell |
313
-54
| -15% | -$12.1K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $70.1K | Buy |
367
+124
| +51% | +$23.7K | ﹤0.01% | 1106 |
|
|
2023
Q4 | $42.9K | Hold |
243
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q3 | $39.3K | Sell |
243
-1
| -0.4% | -$162 | ﹤0.01% | 1254 |
|
|
2023
Q2 | $43.2K | Sell |
244
-115
| -32% | -$20.3K | ﹤0.01% | 1255 |
|
|
2023
Q1 | $61.4K | Hold |
359
| – | – | ﹤0.01% | 1117 |
|
|
2022
Q4 | $55K | Buy |
359
+115
| +47% | +$17.6K | ﹤0.01% | 952 |
|
|
2022
Q3 | $35K | Sell |
244
-166
| -40% | -$23.8K | ﹤0.01% | 1086 |
|
|
2022
Q2 | $54K | Sell |
410
-2,400
| -85% | -$316K | ﹤0.01% | 1260 |
|
|
2022
Q1 | $431K | Sell |
2,810
-563
| -17% | -$86.4K | 0.01% | 620 |
|
|
2021
Q4 | $486K | Buy |
3,373
+366
| +12% | +$52.7K | 0.01% | 710 |
|
|
2021
Q3 | $397K | Sell |
3,007
-30
| -1% | -$3.96K | 0.01% | 670 |
|
|
2021
Q2 | $423K | Sell |
3,037
-884
| -23% | -$123K | 0.01% | 661 |
|
|
2021
Q1 | $492K | Buy |
+3,921
| New | +$492K | 0.01% | 674 |
|