UMB Bank’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Buy |
84
+1
| +1% | +$328 | ﹤0.01% | 1292 |
|
|
2025
Q1 | $22.2K | Buy |
83
+1
| +1% | +$267 | ﹤0.01% | 1296 |
|
|
2024
Q4 | $19.5K | Hold |
82
| – | – | ﹤0.01% | 1266 |
|
|
2024
Q3 | $21.4K | Hold |
82
| – | – | ﹤0.01% | 1197 |
|
|
2024
Q2 | $18.3K | Sell |
82
-7
| -8% | -$1.57K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $17K | Hold |
89
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q4 | $15.9K | Hold |
89
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q3 | $14.4K | Hold |
89
| – | – | ﹤0.01% | 1166 |
|
|
2023
Q2 | $15.7K | Hold |
89
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q1 | $15.2K | Hold |
89
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q4 | $14K | Hold |
89
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q3 | $13K | Hold |
89
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q2 | $12K | Hold |
89
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q1 | $14K | Hold |
89
| – | – | ﹤0.01% | 1374 |
|
|
2021
Q4 | $13K | Buy |
+89
| New | +$13K | ﹤0.01% | 1378 |
|