Haverford Trust Company’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
Q2 | $994K | Buy |
3,841
+1,057
| +38% | +$273K | 0.01% | 231 |
|
|
2025
Q1 | $587K | Sell |
2,784
-80
| -3% | -$16.9K | 0.01% | 270 |
|
|
2024
Q4 | $533K | Sell |
2,864
-293
| -9% | -$54.5K | 0.01% | 277 |
|
|
2024
Q3 | $643K | Buy |
3,157
+562
| +22% | +$115K | 0.01% | 274 |
|
|
2024
Q2 | $461K | Buy |
2,595
+87
| +3% | +$15.4K | ﹤0.01% | 304 |
|
|
2024
Q1 | $386K | Hold |
2,508
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $357K | Buy |
2,508
+75
| +3% | +$10.7K | ﹤0.01% | 311 |
|
|
2023
Q3 | $314K | Buy |
+2,433
| New | +$314K | ﹤0.01% | 310 |
|