Bank Julius Baer & Co’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Buy |
71,589
+1,284
| +2% | +$421K | 0.07% | 134 |
|
|
2025
Q1 | $19.9M | Sell |
70,305
-547
| -0.8% | -$155K | 0.06% | 148 |
|
|
2024
Q4 | $17.7M | Buy |
70,852
+8,628
| +14% | +$2.15M | 0.05% | 158 |
|
|
2024
Q3 | $17.6M | Buy |
62,224
+62,026
| +31,326% | +$17.5M | 0.06% | 140 |
|
|
2024
Q2 | $49.2K | Buy |
+198
| New | +$49.2K | ﹤0.01% | 443 |
|
|
2023
Q1 | – | Sell |
-2,651
| Closed | -$407K | – | 598 |
|
|
2022
Q4 | $407K | Buy |
2,651
+280
| +12% | +$43K | ﹤0.01% | 358 |
|
|
2022
Q3 | $341K | Buy |
+2,371
| New | +$341K | ﹤0.01% | 363 |
|
|
2020
Q2 | – | Sell |
-2,450
| Closed | -$183K | – | 705 |
|
|
2020
Q1 | $183K | Buy |
+2,450
| New | +$183K | ﹤0.01% | 406 |
|