TD Private Client Wealth’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Sell |
124
-334
| -73% | -$110K | ﹤0.01% | 875 |
|
|
2025
Q1 | $122K | Buy |
458
+125
| +38% | +$33.4K | ﹤0.01% | 679 |
|
|
2024
Q4 | $79.2K | Sell |
333
-15
| -4% | -$3.57K | ﹤0.01% | 745 |
|
|
2024
Q3 | $91K | Sell |
348
-71
| -17% | -$18.6K | ﹤0.01% | 727 |
|
|
2024
Q2 | $93.7K | Sell |
419
-1
| -0.2% | -$224 | ﹤0.01% | 699 |
|
|
2024
Q1 | $80.2K | Sell |
420
-33
| -7% | -$6.3K | ﹤0.01% | 726 |
|
|
2023
Q4 | $81K | Sell |
453
-113
| -20% | -$20.2K | ﹤0.01% | 723 |
|
|
2023
Q3 | $91.7K | Sell |
566
-7
| -1% | -$1.13K | ﹤0.01% | 665 |
|
|
2023
Q2 | $101K | Buy |
573
+69
| +14% | +$12.2K | ﹤0.01% | 658 |
|
|
2023
Q1 | $86.2K | Buy |
504
+65
| +15% | +$11.1K | ﹤0.01% | 668 |
|
|
2022
Q4 | $67.4K | Sell |
439
-51
| -10% | -$7.84K | ﹤0.01% | 682 |
|
|
2022
Q3 | $70.6K | Hold |
490
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $64.2K | Buy |
490
+44
| +10% | +$5.77K | ﹤0.01% | 682 |
|
|
2022
Q1 | $68.5K | Sell |
446
-942
| -68% | -$145K | ﹤0.01% | 709 |
|
|
2021
Q4 | $200K | Buy |
1,388
+150
| +12% | +$21.6K | 0.01% | 550 |
|
|
2021
Q3 | $163K | Buy |
1,238
+207
| +20% | +$27.3K | 0.01% | 558 |
|
|
2021
Q2 | $144K | Sell |
1,031
-204
| -17% | -$28.4K | 0.01% | 565 |
|
|
2021
Q1 | $155K | Buy |
1,235
+46
| +4% | +$5.79K | 0.01% | 535 |
|
|
2020
Q4 | $157K | Sell |
1,189
-133
| -10% | -$17.6K | 0.01% | 509 |
|
|
2020
Q3 | $138K | Buy |
1,322
+1,129
| +585% | +$118K | 0.01% | 495 |
|
|
2020
Q2 | $19.2K | Buy |
193
+11
| +6% | +$1.1K | ﹤0.01% | 735 |
|
|
2020
Q1 | $13.6K | Buy |
182
+25
| +16% | +$1.87K | ﹤0.01% | 730 |
|
|
2019
Q4 | $17.9K | Buy |
+157
| New | +$17.9K | ﹤0.01% | 711 |
|