Whittier Trust’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3K | Hold |
135
| – | – | ﹤0.01% | 960 |
|
|
2025
Q1 | $36.1K | Hold |
135
| – | – | ﹤0.01% | 997 |
|
|
2024
Q4 | $32.1K | Hold |
135
| – | – | ﹤0.01% | 1012 |
|
|
2024
Q3 | $35.3K | Sell |
135
-3
| -2% | -$784 | ﹤0.01% | 990 |
|
|
2024
Q2 | $30.9K | Hold |
138
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q1 | $26.4K | Hold |
138
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q4 | $24.7K | Sell |
138
-7
| -5% | -$1.25K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $23.5K | Buy |
145
+10
| +7% | +$1.62K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $23.9K | Sell |
135
-29
| -18% | -$5.13K | ﹤0.01% | 1083 |
|
|
2023
Q1 | $28.1K | Buy |
164
+29
| +21% | +$4.96K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $20.7K | Hold |
135
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q3 | $19K | Sell |
135
-23
| -15% | -$3.24K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $21K | Hold |
158
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q1 | $24K | Hold |
158
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q4 | $23K | Hold |
158
| – | – | ﹤0.01% | 1151 |
|
|
2021
Q3 | $21K | Hold |
158
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q2 | $22K | Hold |
158
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q1 | $20K | Buy |
158
+23
| +17% | +$2.91K | ﹤0.01% | 1127 |
|
|
2020
Q4 | $18K | Buy |
+135
| New | +$18K | ﹤0.01% | 1072 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | -$1K | – | 1514 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1447 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1279 |
|