Chevy Chase Trust’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,245
| Closed | -$232K | – | 642 |
|
|
2024
Q4 | $232K | Buy |
1,245
+10
| +0.8% | +$1.86K | ﹤0.01% | 621 |
|
|
2024
Q3 | $252K | Buy |
+1,235
| New | +$252K | ﹤0.01% | 605 |
|
|
2021
Q4 | – | Sell |
-1,775
| Closed | -$210K | – | 676 |
|
|
2021
Q3 | $210K | Buy |
+1,775
| New | +$210K | ﹤0.01% | 652 |
|