Snider Financial Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.75M | Sell |
11,427
-891
| -7% | -$292K | 1.08% | 30 |
|
2025
Q1 | $3.29M | Buy |
12,318
+880
| +8% | +$235K | 1.07% | 30 |
|
2024
Q4 | $2.72M | Buy |
11,438
+71
| +0.6% | +$16.9K | 0.84% | 35 |
|
2024
Q3 | $2.97M | Sell |
11,367
-27
| -0.2% | -$7.06K | 1.09% | 33 |
|
2024
Q2 | $2.55M | Buy |
11,394
+3,297
| +41% | +$737K | 0.98% | 36 |
|
2024
Q1 | $1.55M | Buy |
+8,097
| New | +$1.55M | 0.64% | 43 |
|