Knollwood Investment Advisory’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$623K Hold
1,900
0.06% 237
2025
Q1
$508K Hold
1,900
0.06% 252
2024
Q4
$452K Hold
1,900
0.05% 264
2024
Q3
$497K Hold
1,900
0.05% 262
2024
Q2
$425K Buy
+1,900
New +$425K 0.05% 271