TFC Financial 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 | $86.9K | Hold |
265
| – | – | 0.01% | 215 |
|
|
2025
Q1 | $70.8K | Hold |
265
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $63K | Hold |
265
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $69.3K | Hold |
265
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $59.3K | Hold |
265
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $50.6K | Buy |
265
+1
| +0.4% | +$191 | 0.01% | 232 |
|
|
2023
Q4 | $47.2K | Hold |
264
| – | – | 0.01% | 230 |
|
|
2023
Q3 | $42.8K | Hold |
264
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $46.7K | Hold |
264
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $45.2K | Hold |
264
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $40.6K | Hold |
264
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $38K | Hold |
264
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $35K | Buy |
264
+33
| +14% | +$4.38K | 0.01% | 219 |
|
|
2022
Q1 | $35K | Buy |
231
+34
| +17% | +$5.15K | 0.01% | 224 |
|
|
2021
Q4 | $28K | Hold |
197
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $26K | Hold |
197
| – | – | 0.01% | 247 |
|
|
2021
Q2 | $27K | Hold |
197
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $25K | Hold |
197
| – | – | 0.01% | 233 |
|
|
2020
Q4 | $26K | Hold |
197
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $21K | Buy |
+197
| New | +$21K | 0.01% | 230 |
|