Vontobel Holding’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
+824
| New | +$270K | ﹤0.01% | 957 |
|
|
2021
Q4 | – | Sell |
-684
| Closed | -$91K | – | 1121 |
|
|
2021
Q3 | $91K | Hold |
684
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q2 | $95K | Hold |
684
| – | – | ﹤0.01% | 1088 |
|
|
2021
Q1 | $86K | Hold |
684
| – | – | ﹤0.01% | 954 |
|
|
2020
Q4 | $91K | Buy |
+684
| New | +$91K | ﹤0.01% | 882 |
|