United Capital Financial Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
34,962
-1,203
| -3% | -$395K | 0.09% | 174 |
|
|
2025
Q1 | $9.66M | Buy |
36,165
+35,122
| +3,367% | +$9.38M | 0.08% | 185 |
|
|
2024
Q4 | $248K | Buy |
1,043
+56
| +6% | +$13.3K | ﹤0.01% | 940 |
|
|
2024
Q3 | $258K | Sell |
987
-867
| -47% | -$227K | ﹤0.01% | 926 |
|
|
2024
Q2 | $415K | Sell |
1,854
-35
| -2% | -$7.83K | ﹤0.01% | 749 |
|
|
2024
Q1 | $361K | Sell |
1,889
-7
| -0.4% | -$1.34K | ﹤0.01% | 818 |
|
|
2023
Q4 | $339K | Buy |
+1,896
| New | +$339K | ﹤0.01% | 827 |
|