UMB Bank’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33K | Buy |
9
+7
| +350% | +$1.81K | ﹤0.01% | 1983 |
|
|
2025
Q1 | $422 | Buy |
+2
| New | +$422 | ﹤0.01% | 2057 |
|
|
2024
Q2 | – | Sell |
-7
| Closed | -$1.08K | – | 2176 |
|
|
2024
Q1 | $1.08K | Hold |
7
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q4 | $997 | Sell |
7
-8
| -53% | -$1.14K | ﹤0.01% | 1535 |
|
|
2023
Q3 | $1.94K | Buy |
15
+7
| +88% | +$904 | ﹤0.01% | 1530 |
|
|
2023
Q2 | $1.13K | Buy |
+8
| New | +$1.13K | ﹤0.01% | 1578 |
|
|
2022
Q4 | – | Sell |
-1,272
| Closed | -$146K | – | 1762 |
|
|
2022
Q3 | $146K | Sell |
1,272
-1,156
| -48% | -$133K | ﹤0.01% | 652 |
|
|
2022
Q2 | $256K | Hold |
2,428
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $308K | Hold |
2,428
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $312K | Buy |
+2,428
| New | +$312K | ﹤0.01% | 578 |
|