Wedbush Securities’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,564
| Closed | -$490K | – | 1236 |
|
|
2024
Q1 | $490K | Hold |
2,564
| – | – | 0.02% | 646 |
|
|
2023
Q4 | $459K | Sell |
2,564
-86
| -3% | -$15.4K | 0.02% | 583 |
|
|
2023
Q3 | $429K | Sell |
2,650
-22
| -0.8% | -$3.56K | 0.02% | 580 |
|
|
2023
Q2 | $473K | Sell |
2,672
-16
| -0.6% | -$2.83K | 0.02% | 562 |
|
|
2023
Q1 | $460K | Hold |
2,688
| – | – | 0.02% | 566 |
|
|
2022
Q4 | $413K | Sell |
2,688
-163
| -6% | -$25K | 0.02% | 590 |
|
|
2022
Q3 | $410K | Sell |
2,851
-29
| -1% | -$4.17K | 0.02% | 586 |
|
|
2022
Q2 | $378K | Sell |
2,880
-87
| -3% | -$11.4K | 0.02% | 646 |
|
|
2022
Q1 | $456K | Buy |
2,967
+75
| +3% | +$11.5K | 0.02% | 626 |
|
|
2021
Q4 | $417K | Sell |
2,892
-23
| -0.8% | -$3.32K | 0.02% | 714 |
|
|
2021
Q3 | $384K | Sell |
2,915
-84
| -3% | -$11.1K | 0.02% | 731 |
|
|
2021
Q2 | $418K | Buy |
2,999
+83
| +3% | +$11.6K | 0.02% | 693 |
|
|
2021
Q1 | $367K | Sell |
2,916
-22
| -0.7% | -$2.77K | 0.02% | 713 |
|
|
2020
Q4 | $389K | Buy |
2,938
+771
| +36% | +$102K | 0.03% | 550 |
|
|
2020
Q3 | $227K | Buy |
2,167
+49
| +2% | +$5.13K | 0.02% | 725 |
|
|
2020
Q2 | $211K | Buy |
+2,118
| New | +$211K | 0.02% | 756 |
|
|
2020
Q1 | – | Sell |
-1,971
| Closed | -$225K | – | 935 |
|
|
2019
Q4 | $225K | Sell |
1,971
-3
| -0.2% | -$342 | 0.02% | 812 |
|
|
2019
Q3 | $247K | Buy |
1,974
+144
| +8% | +$18K | 0.02% | 725 |
|
|
2019
Q2 | $245K | Buy |
+1,830
| New | +$245K | 0.02% | 727 |
|