CIBC World Markets’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $601K | Sell |
1,833
-170
| -8% | -$55.8K | ﹤0.01% | 731 |
|
2025
Q1 | $535K | Buy |
2,003
+18
| +0.9% | +$4.81K | ﹤0.01% | 972 |
|
2024
Q4 | $472K | Sell |
1,985
-571
| -22% | -$136K | ﹤0.01% | 741 |
|
2024
Q3 | $668K | Buy |
2,556
+193
| +8% | +$50.5K | ﹤0.01% | 651 |
|
2024
Q2 | $528K | Buy |
2,363
+571
| +32% | +$128K | ﹤0.01% | 646 |
|
2024
Q1 | $342K | Buy |
1,792
+573
| +47% | +$109K | ﹤0.01% | 753 |
|
2023
Q4 | $218K | Buy |
+1,219
| New | +$218K | ﹤0.01% | 720 |
|
2019
Q4 | – | Sell |
-27,469
| Closed | -$2.67M | – | 712 |
|
2019
Q3 | $2.67M | Hold |
27,469
| – | – | 0.02% | 387 |
|
2019
Q2 | $2.84M | Buy |
+27,469
| New | +$2.84M | 0.02% | 457 |
|