CIBC Private Wealth Group’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 | $456K | Hold |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $61K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $107K | Hold |
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|
2018
Q1 | $102K | Sell |
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|
2017
Q4 | $110K | Buy |
|