Jones Financial Companies’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,438
+217
| +5% | +$70.7K | ﹤0.01% | 859 |
|
|
2025
Q1 | $1.12M | Buy |
4,221
+722
| +21% | +$192K | ﹤0.01% | 815 |
|
|
2024
Q4 | $832K | Buy |
3,499
+685
| +24% | +$163K | ﹤0.01% | 807 |
|
|
2024
Q3 | $730K | Buy |
2,814
+492
| +21% | +$128K | ﹤0.01% | 699 |
|
|
2024
Q2 | $519K | Buy |
+2,322
| New | +$519K | ﹤0.01% | 557 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$3.04K | – | 1407 |
|
|
2023
Q4 | $3.04K | Sell |
17
-16
| -48% | -$2.86K | ﹤0.01% | 845 |
|
|
2023
Q3 | $5.34K | Buy |
+33
| New | +$5.34K | ﹤0.01% | 512 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 616 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 643 |
|