VIA
Virtus Investment Advisers’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
5,632
-411
| -7% | -$135K | 0.62% | 13 |
|
|
2025
Q1 | $1.61M | Buy |
+6,043
| New | +$1.61M | 0.44% | 17 |
|
|
2024
Q4 | – | Sell |
-1,788
| Closed | -$468K | – | 383 |
|
|
2024
Q3 | $468K | Hold |
1,788
| – | – | 0.37% | 87 |
|
|
2024
Q2 | $400K | Hold |
1,788
| – | – | 0.34% | 95 |
|
|
2024
Q1 | $342K | Hold |
1,788
| – | – | 0.24% | 116 |
|
|
2023
Q4 | $320K | Hold |
1,788
| – | – | 0.24% | 127 |
|
|
2023
Q3 | $290K | Hold |
1,788
| – | – | 0.2% | 129 |
|
|
2023
Q2 | $316K | Hold |
1,788
| – | – | 0.21% | 131 |
|
|
2023
Q1 | $306K | Sell |
1,788
-61
| -3% | -$10.4K | 0.21% | 137 |
|
|
2022
Q4 | $284K | Hold |
1,849
| – | – | 0.19% | 154 |
|
|
2022
Q3 | $266K | Buy |
+1,849
| New | +$266K | 0.12% | 163 |
|