Janney Montgomery Scott’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 | $1.11M | Sell |
4,302
-425
| -9% | -$110K | ﹤0.01% | 1523 |
|
|
2025
Q1 | $997K | Sell |
4,727
-40
| -0.8% | -$8.44K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $887K | Sell |
4,767
-165
| -3% | -$30.7K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $1.01M | Buy |
4,932
+419
| +9% | +$85.4K | ﹤0.01% | 1495 |
|
|
2024
Q2 | $801K | Buy |
4,513
+94
| +2% | +$16.7K | ﹤0.01% | 1578 |
|
|
2024
Q1 | $680K | Buy |
+4,419
| New | +$680K | ﹤0.01% | 1750 |
|
|
2023
Q2 | – | Sell |
-4,983
| Closed | -$677K | – | 2671 |
|
|
2023
Q1 | $677K | Sell |
4,983
-181
| -4% | -$24.6K | ﹤0.01% | 1545 |
|
|
2022
Q4 | $619K | Buy |
5,164
+438
| +9% | +$52.5K | ﹤0.01% | 1634 |
|
|
2022
Q3 | $542K | Sell |
4,726
-174
| -4% | -$20K | ﹤0.01% | 1652 |
|
|
2022
Q2 | $516K | Buy |
4,900
+20
| +0.4% | +$2.11K | ﹤0.01% | 1602 |
|
|
2022
Q1 | $619K | Buy |
4,880
+28
| +0.6% | +$3.55K | ﹤0.01% | 1510 |
|
|
2021
Q4 | $624K | Buy |
4,852
+778
| +19% | +$100K | ﹤0.01% | 1590 |
|
|
2021
Q3 | $482K | Buy |
4,074
+207
| +5% | +$24.5K | ﹤0.01% | 1682 |
|
|
2021
Q2 | $480K | Buy |
3,867
+188
| +5% | +$23.3K | ﹤0.01% | 1664 |
|
|
2021
Q1 | $418K | Buy |
3,679
+67
| +2% | +$7.61K | ﹤0.01% | 1663 |
|
|
2020
Q4 | $423K | Buy |
3,612
+534
| +17% | +$62.5K | ﹤0.01% | 1679 |
|
|
2020
Q3 | $273K | Buy |
3,078
+383
| +14% | +$34K | ﹤0.01% | 1759 |
|
|
2020
Q2 | $219K | Buy |
+2,695
| New | +$219K | ﹤0.01% | 1789 |
|