SIM
Sandia Investment Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,508
| Closed | -$281K | – | 103 |
|
|
2024
Q4 | $281K | Hold |
1,508
| – | – | 0.53% | 48 |
|
|
2024
Q3 | $307K | Hold |
1,508
| – | – | 0.49% | 47 |
|
|
2024
Q2 | $268K | Hold |
1,508
| – | – | 0.33% | 55 |
|
|
2024
Q1 | $232K | Sell |
1,508
-22,133
| -94% | -$3.41M | 0.22% | 57 |
|
|
2023
Q4 | $3.37M | Buy |
23,641
+1,250
| +6% | +$178K | 2.32% | 13 |
|
|
2023
Q3 | $2.89M | Buy |
22,391
+2,616
| +13% | +$338K | 0.79% | 44 |
|
|
2023
Q2 | $2.78M | Hold |
19,775
| – | – | 0.62% | 39 |
|
|
2023
Q1 | $2.69M | Hold |
19,775
| – | – | 0.49% | 71 |
|
|
2022
Q4 | $2.37M | Hold |
19,775
| – | – | 0.41% | 71 |
|
|
2022
Q3 | $2.27M | Buy |
+19,775
| New | +$2.27M | 0.34% | 86 |
|