Silvercrest Asset Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
12,882
+19
| +0.1% | +$6.23K | 0.03% | 448 |
|
|
2025
Q1 | $3.44M | Sell |
12,863
-388
| -3% | -$104K | 0.02% | 464 |
|
|
2024
Q4 | $3.15M | Buy |
13,251
+93
| +0.7% | +$22.1K | 0.02% | 475 |
|
|
2024
Q3 | $3.44M | Buy |
13,158
+485
| +4% | +$127K | 0.02% | 426 |
|
|
2024
Q2 | $2.83M | Buy |
12,673
+469
| +4% | +$105K | 0.02% | 470 |
|
|
2024
Q1 | $2.33M | Buy |
12,204
+1,406
| +13% | +$269K | 0.02% | 491 |
|
|
2023
Q4 | $1.93M | Buy |
10,798
+1,712
| +19% | +$306K | 0.01% | 495 |
|
|
2023
Q3 | $1.47M | Buy |
9,086
+2,344
| +35% | +$380K | 0.01% | 537 |
|
|
2023
Q2 | $1.19M | Buy |
+6,742
| New | +$1.19M | 0.01% | 567 |
|