Wolverine Trading’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1731 |
|
|
2025
Q1 | – | Sell |
-5,241
| Closed | -$1.26M | – | 1794 |
|
|
2024
Q4 | $1.26M | Buy |
+5,241
| New | +$1.26M | ﹤0.01% | 496 |
|
|
2024
Q3 | – | Sell |
-961
| Closed | -$215K | – | 1724 |
|
|
2024
Q2 | $215K | Sell |
961
-534
| -36% | -$119K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $286K | Sell |
1,495
-2,734
| -65% | -$522K | ﹤0.01% | 824 |
|
|
2023
Q4 | $756K | Buy |
+4,229
| New | +$756K | ﹤0.01% | 533 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1609 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1529 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1684 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1982 |
|
|
2021
Q4 | – | Sell |
-2,268
| Closed | -$304K | – | 2134 |
|
|
2021
Q3 | $304K | Buy |
+2,268
| New | +$304K | ﹤0.01% | 1297 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2154 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2103 |
|
|
2020
Q4 | – | Sell |
-5,126
| Closed | -$535K | – | 1746 |
|
|
2020
Q3 | $535K | Buy |
+5,126
| New | +$535K | ﹤0.01% | 618 |
|
|
2020
Q2 | – | Sell |
-11,677
| Closed | -$898K | – | 1606 |
|
|
2020
Q1 | $898K | Buy |
11,677
+9,918
| +564% | +$763K | ﹤0.01% | 433 |
|
|
2019
Q4 | $201K | Sell |
1,759
-6,636
| -79% | -$758K | ﹤0.01% | 1213 |
|
|
2019
Q3 | $1.05M | Buy |
+8,395
| New | +$1.05M | ﹤0.01% | 388 |
|
|
2019
Q1 | – | Sell |
-7,101
| Closed | -$545K | – | 1566 |
|
|
2018
Q4 | $545K | Sell |
7,101
-14,775
| -68% | -$1.13M | ﹤0.01% | 612 |
|
|
2018
Q3 | $2.03M | Buy |
+21,876
| New | +$2.03M | ﹤0.01% | 288 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1613 |
|
|
2018
Q1 | – | Sell |
-14,875
| Closed | -$719K | – | 1718 |
|
|
2017
Q4 | $719K | Buy |
+14,875
| New | +$719K | ﹤0.01% | 735 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1552 |
|
|
2017
Q1 | – | Sell |
-14,885
| Closed | -$470K | – | 1555 |
|
|
2016
Q4 | $470K | Buy |
+14,885
| New | +$470K | ﹤0.01% | 593 |
|