WCM Investment Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-883
| Closed | -$158K | – | 254 |
|
|
2023
Q4 | $158K | Buy |
883
+329
| +59% | +$58.9K | ﹤0.01% | 242 |
|
|
2023
Q3 | $90.2K | Sell |
554
-182
| -25% | -$29.6K | ﹤0.01% | 206 |
|
|
2023
Q2 | $131K | Hold |
736
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $126K | Buy |
736
+12
| +2% | +$2.05K | ﹤0.01% | 209 |
|
|
2022
Q4 | $111K | Sell |
724
-67,638
| -99% | -$10.4M | ﹤0.01% | 210 |
|
|
2022
Q3 | $9.83M | Buy |
68,362
+29,371
| +75% | +$4.22M | 0.04% | 123 |
|
|
2022
Q2 | $5.08M | Sell |
38,991
-12,115
| -24% | -$1.58M | 0.02% | 146 |
|
|
2022
Q1 | $7.85M | Buy |
51,106
+10,466
| +26% | +$1.61M | 0.02% | 134 |
|
|
2021
Q4 | $5.86M | Buy |
40,640
+13,370
| +49% | +$1.93M | 0.01% | 150 |
|
|
2021
Q3 | $3.6M | Buy |
27,270
+6,125
| +29% | +$808K | 0.01% | 154 |
|
|
2021
Q2 | $2.95M | Buy |
21,145
+19,005
| +888% | +$2.65M | 0.01% | 153 |
|
|
2021
Q1 | $269K | Buy |
2,140
+124
| +6% | +$15.6K | ﹤0.01% | 188 |
|
|
2020
Q4 | $267K | Buy |
+2,016
| New | +$267K | ﹤0.01% | 186 |
|