Wendell David Associates’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.69M | Buy |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | $229K | Buy |
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