Snowden Capital Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Sell |
4,291
-738
| -15% | -$242K | 0.04% | 417 |
|
2025
Q1 | $1.34M | Sell |
5,029
-2,719
| -35% | -$726K | 0.04% | 412 |
|
2024
Q4 | $1.84M | Sell |
7,748
-22,944
| -75% | -$5.45M | 0.06% | 321 |
|
2024
Q3 | $8.03M | Sell |
30,692
-29,689
| -49% | -$7.76M | 0.24% | 91 |
|
2024
Q2 | $13.5M | Buy |
60,381
+809
| +1% | +$181K | 0.4% | 40 |
|
2024
Q1 | $11.4M | Buy |
59,572
+1,779
| +3% | +$340K | 0.36% | 56 |
|
2023
Q4 | $10.3M | Buy |
57,793
+1,148
| +2% | +$205K | 0.39% | 46 |
|
2023
Q3 | $9.17M | Sell |
56,645
-635
| -1% | -$103K | 0.39% | 45 |
|
2023
Q2 | $10.1M | Buy |
57,280
+4,131
| +8% | +$731K | 0.36% | 49 |
|
2023
Q1 | $9.09M | Sell |
53,149
-221
| -0.4% | -$37.8K | 0.35% | 48 |
|
2022
Q4 | $8.2M | Sell |
53,370
-1,091
| -2% | -$168K | 0.34% | 54 |
|
2022
Q3 | $7.84M | Sell |
54,461
-1,247
| -2% | -$180K | 0.35% | 50 |
|
2022
Q2 | $7.3M | Sell |
55,708
-3,488
| -6% | -$457K | 0.33% | 66 |
|
2022
Q1 | $9.09M | Buy |
59,196
+46,621
| +371% | +$7.16M | 0.36% | 56 |
|
2021
Q4 | $1.81M | Sell |
12,575
-343
| -3% | -$49.5K | 0.09% | 251 |
|
2021
Q3 | $1.7M | Sell |
12,918
-4,669
| -27% | -$616K | 0.09% | 275 |
|
2021
Q2 | $2.45M | Sell |
17,587
-2,539
| -13% | -$354K | 0.12% | 224 |
|
2021
Q1 | $2.53M | Sell |
20,126
-5,280
| -21% | -$664K | 0.15% | 208 |
|
2020
Q4 | $3.36M | Sell |
25,406
-219
| -0.9% | -$29K | 0.22% | 147 |
|
2020
Q3 | $2.68M | Sell |
25,625
-2,567
| -9% | -$269K | 0.21% | 151 |
|
2020
Q2 | $2.81M | Sell |
28,192
-10,459
| -27% | -$1.04M | 0.24% | 133 |
|
2020
Q1 | $2.88M | Sell |
38,651
-23,787
| -38% | -$1.77M | 0.31% | 92 |
|
2019
Q4 | $7.13M | Sell |
62,438
-5,245
| -8% | -$599K | 0.63% | 27 |
|
2019
Q3 | $8.45M | Sell |
67,683
-217
| -0.3% | -$27.1K | 0.85% | 14 |
|
2019
Q2 | $9.09M | Sell |
67,900
-1,539
| -2% | -$206K | 0.93% | 11 |
|
2019
Q1 | $6.59M | Sell |
69,439
-705
| -1% | -$66.9K | 0.72% | 23 |
|
2018
Q4 | $5.43M | Sell |
70,144
-1,560
| -2% | -$121K | 0.71% | 26 |
|
2018
Q3 | $6.64M | Buy |
71,704
+751
| +1% | +$69.6K | 0.75% | 20 |
|
2018
Q2 | $5.17M | Buy |
70,953
+357
| +0.5% | +$26K | 0.67% | 27 |
|
2018
Q1 | $4.9M | Sell |
70,596
-17,277
| -20% | -$1.2M | 0.72% | 28 |
|
2017
Q4 | $4.24M | Sell |
87,873
-141
| -0.2% | -$6.81K | 0.61% | 38 |
|
2017
Q3 | $4.05M | Buy |
88,014
+110
| +0.1% | +$5.06K | 0.65% | 34 |
|
2017
Q2 | $3.23M | Buy |
87,904
+9,279
| +12% | +$341K | 0.61% | 41 |
|
2017
Q1 | $2.81M | Buy |
78,625
+483
| +0.6% | +$17.3K | 0.62% | 38 |
|
2016
Q4 | $2.47M | Buy |
78,142
+427
| +0.5% | +$13.5K | 0.62% | 40 |
|
2016
Q3 | $2.2M | Buy |
+77,715
| New | +$2.2M | 0.6% | 47 |
|