Roble Belko & 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 | $239K | Hold |
922
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $195K | Hold |
922
| – | – | 0.03% | 105 |
|
|
2024
Q4 | $172K | Hold |
922
| – | – | 0.03% | 108 |
|
|
2024
Q3 | $188K | Sell |
922
-54
| -6% | -$11K | 0.03% | 105 |
|
|
2024
Q2 | $173K | Hold |
976
| – | – | 0.03% | 108 |
|
|
2024
Q1 | $150K | Sell |
976
-61
| -6% | -$9.38K | 0.03% | 113 |
|
|
2023
Q4 | $148K | Hold |
1,037
| – | – | 0.03% | 103 |
|
|
2023
Q3 | $134K | Buy |
+1,037
| New | +$134K | 0.03% | 106 |
|
|
2023
Q2 | – | Sell |
-1,249
| Closed | -$170K | – | 303 |
|
|
2023
Q1 | $170K | Sell |
1,249
-113
| -8% | -$15.4K | 0.03% | 102 |
|
|
2022
Q4 | $163K | Hold |
1,362
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $156K | Buy |
+1,362
| New | +$156K | 0.04% | 103 |
|
|
2021
Q3 | – | Sell |
-1,563
| Closed | -$194K | – | 332 |
|
|
2021
Q2 | $194K | Hold |
1,563
| – | – | 0.04% | 101 |
|
|
2021
Q1 | $177K | Hold |
1,563
| – | – | 0.04% | 101 |
|
|
2020
Q4 | $183K | Hold |
1,563
| – | – | 0.05% | 88 |
|
|
2020
Q3 | $139K | Hold |
1,563
| – | – | 0.04% | 95 |
|
|
2020
Q2 | $127K | Hold |
1,563
| – | – | 0.04% | 97 |
|
|
2020
Q1 | $100K | Hold |
1,563
| – | – | 0.03% | 113 |
|
|
2019
Q4 | $140K | Hold |
1,563
| – | – | 0.04% | 113 |
|
|
2019
Q3 | $152K | Buy |
+1,563
| New | +$152K | 0.04% | 104 |
|