CIBC Private Wealth Group’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
1,413
-55
| -4% | -$18K | ﹤0.01% | 856 |
|
|
2025
Q1 | $351K | Sell |
1,468
-63
| -4% | -$15K | ﹤0.01% | 914 |
|
|
2024
Q4 | $348K | Buy |
1,531
+111
| +8% | +$25.2K | ﹤0.01% | 972 |
|
|
2024
Q3 | $371K | Sell |
1,420
-92
| -6% | -$24.1K | ﹤0.01% | 965 |
|
|
2024
Q2 | $345K | Buy |
1,512
+22
| +1% | +$5.02K | ﹤0.01% | 918 |
|
|
2024
Q1 | $281K | Buy |
1,490
+155
| +12% | +$29.2K | ﹤0.01% | 996 |
|
|
2023
Q4 | $239K | Buy |
+1,335
| New | +$239K | ﹤0.01% | 1008 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$52K | – | 1024 |
|
|
2022
Q2 | $52K | Hold |
400
| – | – | ﹤0.01% | 966 |
|
|
2022
Q1 | $61K | Buy |
+400
| New | +$61K | ﹤0.01% | 1025 |
|
|
2018
Q3 | – | Sell |
-1,465
| Closed | -$107K | – | 1275 |
|
|
2018
Q2 | $107K | Hold |
1,465
| – | – | ﹤0.01% | 1015 |
|
|
2018
Q1 | $102K | Sell |
1,465
-803
| -35% | -$55.9K | ﹤0.01% | 1013 |
|
|
2017
Q4 | $110K | Buy |
+2,268
| New | +$110K | ﹤0.01% | 1021 |
|