SCM
Semanteon Capital Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
4,699
-1,066
| -18% | -$350K | 2.32% | 1 |
|
|
2025
Q1 | $1.54M | Sell |
5,765
-355
| -6% | -$94.9K | 0.84% | 4 |
|
|
2024
Q4 | $1.45M | Buy |
6,120
+1,489
| +32% | +$354K | 0.78% | 20 |
|
|
2024
Q3 | $1.21M | Sell |
4,631
-776
| -14% | -$203K | 0.82% | 13 |
|
|
2024
Q2 | $1.21M | Buy |
5,407
+1,477
| +38% | +$330K | 0.85% | 28 |
|
|
2024
Q1 | $751K | Buy |
3,930
+2,229
| +131% | +$426K | 0.48% | 96 |
|
|
2023
Q4 | $304K | Buy |
+1,701
| New | +$304K | 0.21% | 172 |
|