Wolverine Trading’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 | – | Hold |
0
| – | – | – | 6173 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 5423 |
|
|
2025
Q1 | – | Sell |
-5,241
| Closed | -$1.28M | – | 5486 |
|
|
2024
Q4 | $1.26M | Buy |
+5,241
| New | +$1.36M | 0.03% | 2436 |
|
|
2024
Q3 | – | Sell |
-961
| Closed | -$215K | – | 5303 |
|
|
2024
Q2 | $215K | Sell |
961
-534
| -36% | -$113K | ﹤0.01% | 3776 |
|
|
2024
Q1 | $286K | Sell |
1,495
-2,734
| -65% | -$507K | ﹤0.01% | 3410 |
|
|
2023
Q4 | $756K | Buy |
+4,229
| New | +$716K | 0.01% | 2547 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5090 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4889 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5320 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6109 |
|
|
2021
Q4 | – | Sell |
-2,268
| Closed | -$304K | – | 6537 |
|
|
2021
Q3 | $304K | Buy |
+2,268
| New | +$299K | 0.01% | 4677 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6499 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6302 |
|
|
2020
Q4 | – | Sell |
-5,126
| Closed | -$625K | – | 5271 |
|
|
2020
Q3 | $535K | Buy |
+5,126
| New | +$530K | 0.02% | 2740 |
|
|
2020
Q2 | – | Sell |
-11,677
| Closed | -$898K | – | 5059 |
|
|
2020
Q1 | $898K | Buy |
11,677
+9,918
| +564% | +$1.08M | 0.04% | 2034 |
|
|
2019
Q4 | $201K | Sell |
1,759
-6,636
| -79% | -$817K | ﹤0.01% | 4011 |
|
|
2019
Q3 | $1.05M | Buy |
+8,395
| New | +$1.15M | 0.04% | 1939 |
|
|
2019
Q1 | – | Sell |
-7,101
| Closed | -$545K | – | 5041 |
|
|
2018
Q4 | $545K | Sell |
7,101
-14,775
| -68% | -$1.23M | 0.02% | 2544 |
|
|
2018
Q3 | $2.03M | Buy |
+21,876
| New | +$1.8M | 0.05% | 1653 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 5288 |
|
|
2018
Q1 | – | Sell |
-14,875
| Closed | -$973K | – | 5570 |
|
|
2017
Q4 | $719K | Buy |
+14,875
| New | +$694K | 0.02% | 2584 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 4752 |
|
|
2017
Q1 | – | Sell |
-14,885
| Closed | -$496K | – | 4774 |
|
|
2016
Q4 | $470K | Buy |
+14,885
| New | +$447K | 0.02% | 2706 |
|
Other funds holding HEI
N
RP