Jones Financial Companies’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 | $1.13M | Buy |
4,355
+154
| +4% | +$39.8K | ﹤0.01% | 963 |
|
|
2025
Q1 | $882K | Buy |
4,201
+85
| +2% | +$17.8K | ﹤0.01% | 910 |
|
|
2024
Q4 | $766K | Buy |
4,116
+572
| +16% | +$106K | ﹤0.01% | 833 |
|
|
2024
Q3 | $719K | Buy |
3,544
+294
| +9% | +$59.6K | ﹤0.01% | 703 |
|
|
2024
Q2 | $577K | Buy |
3,250
+1,950
| +150% | +$346K | ﹤0.01% | 527 |
|
|
2024
Q1 | $200K | Buy |
+1,300
| New | +$200K | ﹤0.01% | 462 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$4K | – | 750 |
|
|
2021
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 663 |
|