Stratos Wealth Partners’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.81M | Buy |
32,142
+169
| +0.5% | +$54.4K | 0.1% | 219 |
|
|
2025
Q4 | $10.3M | Buy |
31,973
+63
| +0.2% | +$19.9K | 0.12% | 187 |
|
|
2025
Q3 | $10.3M | Buy |
31,910
+73
| +0.2% | +$23.2K | 0.12% | 174 |
|
|
2025
Q2 | $10.4M | Sell |
31,837
-554
| -2% | -$153K | 0.14% | 148 |
|
|
2025
Q1 | $8.65M | Buy |
32,391
+204
| +0.6% | +$49.7K | 0.13% | 162 |
|
|
2024
Q4 | $7.65M | Buy |
32,187
+8
| +0% | +$2.07K | 0.11% | 190 |
|
|
2024
Q3 | $8.41M | Buy |
32,179
+286
| +0.9% | +$69.2K | 0.12% | 171 |
|
|
2024
Q2 | $7.13M | Buy |
31,893
+296
| +0.9% | +$62.5K | 0.11% | 182 |
|
|
2024
Q1 | $6.04M | Buy |
31,597
+333
| +1% | +$61.8K | 0.1% | 218 |
|
|
2023
Q4 | $5.59M | Sell |
31,264
-165
| -0.5% | -$27.9K | 0.1% | 207 |
|
|
2023
Q3 | $5.09M | Sell |
31,429
-5,350
| -15% | -$908K | 0.11% | 198 |
|
|
2023
Q2 | $6.51M | Buy |
36,779
+1,421
| +4% | +$240K | 0.15% | 159 |
|
|
2023
Q1 | $6.05M | Sell |
35,358
-3,644
| -9% | -$614K | 0.16% | 136 |
|
|
2022
Q4 | $5.99M | Sell |
39,002
-1,272
| -3% | -$198K | 0.15% | 154 |
|
|
2022
Q3 | $5.8M | Buy |
40,274
+1,810
| +5% | +$271K | 0.16% | 133 |
|
|
2022
Q2 | $5.04M | Buy |
38,464
+912
| +2% | +$129K | 0.13% | 166 |
|
|
2022
Q1 | $5.77M | Buy |
37,552
+189
| +0.5% | +$27.4K | 0.13% | 165 |
|
|
2021
Q4 | $5.39M | Buy |
37,363
+518
| +1% | +$73K | 0.12% | 184 |
|
|
2021
Q3 | $4.86M | Buy |
36,845
+232
| +0.6% | +$30.6K | 0.12% | 182 |
|
|
2021
Q2 | $5.11M | Sell |
36,613
-1,048
| -3% | -$145K | 0.13% | 182 |
|
|
2021
Q1 | $4.74M | Sell |
37,661
-1,515
| -4% | -$195K | 0.13% | 175 |
|
|
2020
Q4 | $5.19M | Buy |
39,176
+501
| +1% | +$61.1K | 0.15% | 152 |
|
|
2020
Q3 | $4.05M | Buy |
38,675
+587
| +2% | +$60.6K | 0.13% | 168 |
|
|
2020
Q2 | $3.79M | Buy |
38,088
+263
| +0.7% | +$24.3K | 0.14% | 169 |
|
|
2020
Q1 | $2.82M | Buy |
37,825
+6,934
| +22% | +$758K | 0.13% | 162 |
|
|
2019
Q4 | $3.53M | Sell |
30,891
-492
| -2% | -$60.5K | 0.14% | 163 |
|
|
2019
Q3 | $3.92M | Buy |
31,383
+100
| +0.3% | +$13.7K | 0.17% | 137 |
|
|
2019
Q2 | $4.19M | Buy |
31,283
+560
| +2% | +$62.3K | 0.18% | 123 |
|
|
2019
Q1 | $2.92M | Buy |
30,723
+2,719
| +10% | +$237K | 0.13% | 176 |
|
|
2018
Q4 | $2.17M | Sell |
28,004
-9
| -0% | -$750 | 0.11% | 196 |
|
|
2018
Q3 | $2.59M | Buy |
28,013
+2,372
| +9% | +$195K | 0.12% | 187 |
|
|
2018
Q2 | $1.87M | Buy |
25,641
+1,161
| +5% | +$84.3K | 0.08% | 245 |
|
|
2018
Q1 | $1.7M | Sell |
24,480
-514
| -2% | -$33.6K | 0.07% | 260 |
|
|
2017
Q4 | $1.21M | Buy |
24,994
+1,035
| +4% | +$48.3K | 0.05% | 308 |
|
|
2017
Q3 | $1.1M | Buy |
+23,959
| New | +$1.02M | 0.05% | 314 |
|
Other funds holding HEI
DAM
VPM
VCM
