Tortoise Investment 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 | $100K | Buy |
305
+4
| +1% | +$1.31K | 0.01% | 296 |
|
|
2025
Q1 | $80.4K | Hold |
301
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $71.5K | Hold |
301
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $78.7K | Hold |
301
| – | – | 0.01% | 342 |
|
|
2024
Q2 | $67.3K | Hold |
301
| – | – | 0.01% | 349 |
|
|
2024
Q1 | $57.5K | Hold |
301
| – | – | 0.01% | 366 |
|
|
2023
Q4 | $53.8K | Hold |
301
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $48.7K | Buy |
301
+1
| +0.3% | +$162 | 0.01% | 347 |
|
|
2023
Q2 | $53.2K | Sell |
300
-51
| -15% | -$9.04K | 0.01% | 347 |
|
|
2023
Q1 | $60.1K | Hold |
351
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $54K | Hold |
351
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $51K | Hold |
351
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $46K | Hold |
351
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $54K | Hold |
351
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $51K | Buy |
+351
| New | +$51K | 0.01% | 294 |
|