West Branch Capital’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 | $12.9K | Hold |
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|
2025
Q2 | $13.1K | Hold |
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|
2025
Q1 | $10.7K | Hold |
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|
2024
Q4 | $9.51K | Hold |
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|
2024
Q3 | $10.5K | Hold |
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|
2024
Q2 | $8.95K | Hold |
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|
2024
Q1 | $7.64K | Hold |
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|
2023
Q4 | $7.16K | Hold |
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|
2023
Q3 | $6.48K | Hold |
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|
2023
Q2 | $7.08K | Hold |
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|
2023
Q1 | $6.84K | Hold |
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|
2022
Q4 | $6.15K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Buy |
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