Vantage Investment Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.4M | Sell |
86,608
-75,537
| -47% | -$24.8M | 2.07% | 20 |
|
2025
Q1 | $43.3M | Buy |
162,145
+1,772
| +1% | +$473K | 3.64% | 7 |
|
2024
Q4 | $38.1M | Buy |
160,373
+37,943
| +31% | +$9.02M | 3.32% | 12 |
|
2024
Q3 | $32M | Buy |
122,430
+1,717
| +1% | +$449K | 2.69% | 15 |
|
2024
Q2 | $27M | Buy |
+120,713
| New | +$27M | 2.45% | 16 |
|