WCM Investment Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,452,390
| Closed | -$207M | – | 255 |
|
|
2023
Q4 | $207M | Sell |
1,452,390
-1,001,135
| -41% | -$143M | 0.57% | 38 |
|
|
2023
Q3 | $318M | Buy |
2,453,525
+32,364
| +1% | +$4.19M | 0.93% | 36 |
|
|
2023
Q2 | $342M | Sell |
2,421,161
-23,515
| -1% | -$3.33M | 1.02% | 34 |
|
|
2023
Q1 | $332M | Sell |
2,444,676
-128,461
| -5% | -$17.5M | 1.06% | 33 |
|
|
2022
Q4 | $308M | Buy |
2,573,137
+138,462
| +6% | +$16.6M | 1.03% | 33 |
|
|
2022
Q3 | $279M | Buy |
2,434,675
+268,248
| +12% | +$30.7M | 1% | 34 |
|
|
2022
Q2 | $227M | Sell |
2,166,427
-289,783
| -12% | -$30.4M | 0.81% | 35 |
|
|
2022
Q1 | $312M | Buy |
2,456,210
+41,836
| +2% | +$5.31M | 0.87% | 34 |
|
|
2021
Q4 | $310M | Buy |
2,414,374
+106,146
| +5% | +$13.6M | 0.7% | 34 |
|
|
2021
Q3 | $273M | Buy |
2,308,228
+159,191
| +7% | +$18.9M | 0.63% | 36 |
|
|
2021
Q2 | $267M | Sell |
2,149,037
-25,025
| -1% | -$3.11M | 0.68% | 34 |
|
|
2021
Q1 | $247M | Buy |
2,174,062
+72,491
| +3% | +$8.23M | 0.68% | 34 |
|
|
2020
Q4 | $246M | Buy |
2,101,571
+314,373
| +18% | +$36.8M | 0.67% | 36 |
|
|
2020
Q3 | $158M | Buy |
1,787,198
+149,282
| +9% | +$13.2M | 0.56% | 37 |
|
|
2020
Q2 | $133M | Buy |
1,637,916
+163,683
| +11% | +$13.3M | 0.51% | 36 |
|
|
2020
Q1 | $94.2M | Buy |
+1,474,233
| New | +$94.2M | 0.52% | 37 |
|