Valeo Financial 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 | $518K | Buy |
1,580
+30
| +2% | +$9.84K | 0.01% | 442 |
|
|
2025
Q1 | $414K | Sell |
1,550
-4
| -0.3% | -$1.07K | 0.01% | 454 |
|
|
2024
Q4 | $369K | Hold |
1,554
| – | – | 0.01% | 471 |
|
|
2024
Q3 | $406K | Buy |
1,554
+8
| +0.5% | +$2.09K | 0.01% | 458 |
|
|
2024
Q2 | $346K | Sell |
1,546
-4
| -0.3% | -$894 | 0.01% | 477 |
|
|
2024
Q1 | $317K | Buy |
1,550
+4
| +0.3% | +$819 | 0.01% | 487 |
|
|
2023
Q4 | $277K | Hold |
1,546
| – | – | 0.01% | 512 |
|
|
2023
Q3 | $250K | Hold |
1,546
| – | – | 0.01% | 505 |
|
|
2023
Q2 | $274K | Hold |
1,546
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $264K | Hold |
1,546
| – | – | 0.01% | 474 |
|
|
2022
Q4 | $238K | Buy |
+1,546
| New | +$238K | 0.01% | 443 |
|
|
2020
Q3 | – | Sell |
-29
| Closed | -$3K | – | 1751 |
|
|
2020
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 1587 |
|
|
2020
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 1377 |
|
|
2019
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 1230 |
|
|
2019
Q2 | $4K | Sell |
29
-3
| -9% | -$414 | ﹤0.01% | 1262 |
|
|
2019
Q1 | $3K | Sell |
32
-11
| -26% | -$1.03K | ﹤0.01% | 1279 |
|
|
2018
Q4 | $3K | Sell |
43
-23
| -35% | -$1.61K | ﹤0.01% | 1196 |
|
|
2018
Q3 | $6K | Buy |
66
+23
| +53% | +$2.09K | ﹤0.01% | 1115 |
|
|
2018
Q2 | $3K | Sell |
43
-1
| -2% | -$70 | ﹤0.01% | 1248 |
|
|
2018
Q1 | $3K | Sell |
44
-11
| -20% | -$750 | ﹤0.01% | 1252 |
|
|
2017
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 953 |
|