Tortoise Investment 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
Q2 | $100K | Buy |
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|
2025
Q1 | $80.4K | Hold |
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|
2024
Q4 | $71.5K | Hold |
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|
2024
Q3 | $78.7K | Hold |
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|
2024
Q2 | $67.3K | Hold |
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|
2024
Q1 | $57.5K | Hold |
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|
2023
Q4 | $53.8K | Hold |
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|
2023
Q3 | $48.7K | Buy |
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|
2023
Q2 | $53.2K | Sell |
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|
2023
Q1 | $60.1K | Hold |
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|
2022
Q4 | $54K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $51K | Buy |
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