Zurich Cantonal 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
$13.2M Sell
51,092
-7,283
-12% -$1.88M 0.03% 399
2025
Q1
$12.3M Buy
58,375
+5,441
+10% +$1.15M 0.04% 407
2024
Q4
$9.85M Sell
52,934
-3,768
-7% -$701K 0.03% 442
2024
Q3
$11.6M Buy
56,702
+11,454
+25% +$2.33M 0.03% 394
2024
Q2
$8.03M Buy
45,248
+2,436
+6% +$432K 0.03% 455
2024
Q1
$6.59M Sell
42,812
-22,499
-34% -$3.46M 0.02% 488
2023
Q4
$9.3M Buy
65,311
+4,340
+7% +$618K 0.04% 410
2023
Q3
$7.88M Buy
60,971
+594
+1% +$76.8K 0.03% 400
2023
Q2
$8.49M Buy
60,377
+36,670
+155% +$5.16M 0.04% 393
2023
Q1
$3.22M Sell
23,707
-7,680
-24% -$1.04M 0.02% 592
2022
Q4
$3.76M Buy
31,387
+16,419
+110% +$1.97M 0.02% 538
2022
Q3
$1.72M Sell
14,968
-58,006
-79% -$6.65M 0.01% 706
2022
Q2
$7.69M Buy
72,974
+34,589
+90% +$3.64M 0.05% 364
2022
Q1
$4.87M Buy
38,385
+3,375
+10% +$428K 0.02% 518
2021
Q4
$4.5M Sell
35,010
-2,041
-6% -$262K 0.02% 562
2021
Q3
$4.39M Sell
37,051
-915
-2% -$108K 0.02% 555
2021
Q2
$4.72M Buy
37,966
+3,748
+11% +$465K 0.03% 508
2021
Q1
$3.89M Sell
34,218
-3,890
-10% -$442K 0.02% 548
2020
Q4
$4.46M Sell
38,108
-1,080
-3% -$126K 0.03% 527
2020
Q3
$3.47M Buy
39,188
+8,517
+28% +$755K 0.02% 531
2020
Q2
$2.49M Sell
30,671
-3,910
-11% -$318K 0.02% 569
2020
Q1
$2.21M Buy
34,581
+1,448
+4% +$92.5K 0.02% 585
2019
Q4
$2.97M Sell
33,133
-1,780
-5% -$159K 0.02% 564
2019
Q3
$3.4M Buy
34,913
+11,790
+51% +$1.15M 0.03% 499
2019
Q2
$2.39M Buy
23,123
+18,067
+357% +$1.87M 0.02% 603
2019
Q1
$425K Buy
5,056
+363
+8% +$30.5K ﹤0.01% 919
2018
Q4
$296K Hold
4,693
﹤0.01% 1021
2018
Q3
$354K Buy
4,693
+252
+6% +$19K ﹤0.01% 1025
2018
Q2
$271K Hold
4,441
﹤0.01% 1089
2018
Q1
$252K Sell
4,441
-1
-0% -$57 ﹤0.01% 1085
2017
Q4
$225K Buy
4,442
+1,547
+53% +$78.4K ﹤0.01% 1118
2017
Q3
$141K Hold
2,895
﹤0.01% 1185
2017
Q2
$115K Buy
2,895
+260
+10% +$10.3K ﹤0.01% 1288
2017
Q1
$101K Hold
2,635
﹤0.01% 1350
2016
Q4
$92K Hold
2,635
﹤0.01% 1360
2016
Q3
$82K Buy
2,635
+260
+11% +$8.09K ﹤0.01% 1385
2016
Q2
$65K Hold
2,375
﹤0.01% 1372
2016
Q1
$58K Hold
2,375
﹤0.01% 1374
2015
Q4
$60K Buy
+2,375
New +$60K ﹤0.01% 1344