TFC Financial Management’s HEICO Corp HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$74.9K Sell
2025
Q2
$86.9K Hold
2025
Q1
$70.8K Hold
2024
Q4
$63K Hold
2024
Q3
$69.3K Hold
2024
Q2
$59.3K Hold
2024
Q1
$50.6K Buy
2023
Q4
$47.2K Hold
2023
Q3
$42.8K Hold
2023
Q2
$46.7K Hold
2023
Q1
$45.2K Hold
2022
Q4
$40.6K Hold
2022
Q3
$38K Hold
2022
Q2
$35K Buy
2022
Q1
$35K Buy
2021
Q4
$28K Hold
2021
Q3
$26K Hold
2021
Q2
$27K Hold
2021
Q1
$25K Hold
2020
Q4
$26K Hold
2020
Q3
$21K Buy