Vontobel Holding’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 | $668K | Buy |
2,580
+476
| +23% | +$123K | ﹤0.01% | 711 |
|
|
2025
Q1 | $444K | Buy |
2,104
+587
| +39% | +$124K | ﹤0.01% | 823 |
|
|
2024
Q4 | $282K | Sell |
1,517
-8,099
| -84% | -$1.51M | ﹤0.01% | 929 |
|
|
2024
Q3 | $1.96M | Buy |
+9,616
| New | +$1.96M | 0.01% | 454 |
|
|
2021
Q4 | – | Sell |
-1,031
| Closed | -$123K | – | 1122 |
|
|
2021
Q3 | $123K | Hold |
1,031
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q2 | $130K | Sell |
1,031
-322
| -24% | -$40.6K | ﹤0.01% | 1060 |
|
|
2021
Q1 | $154K | Sell |
1,353
-215
| -14% | -$24.5K | ﹤0.01% | 931 |
|
|
2020
Q4 | $182K | Buy |
+1,568
| New | +$182K | ﹤0.01% | 858 |
|