Valeo Financial Advisors, LLC Heico Corp Transaction History

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,546 shares of HEI stock, worth $400,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,546

Previous 1,550 0.26%

Holding current value

$400,908

Previous $296,000 16.55%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	SELL	$187.69 - $228.95 $750 - $915	-4 Reduced 0.26%	1,546 $345,000
Q1 2024 Apr 19, 2024	BUY	$170.61 - $199.38 $682 - $797	4 Added 0.26%	1,550 $296,000
Q4 2022 Feb 09, 2023	BUY	$139.73 - $164.7 $216,022 - $254,626	1,546 New	1,546 $237,000
Q3 2020 Oct 28, 2020	SELL	$93.63 - $114.51 $2,715 - $3,320	-29 Closed	0 $0
Q2 2019 Jul 10, 2019	SELL	$97.75 - $133.81 $293 - $401	-3 Reduced 9.38%	29 $4,000
Q1 2019 Apr 12, 2019	SELL	$72.97 - $94.87 $802 - $1,043	-11 Reduced 25.58%	32 $3,000
Q4 2018 Jan 30, 2019	SELL	$71.65 - $92.35 $1,647 - $2,124	-23 Reduced 34.85%	43 $3,000
Q3 2018 Nov 01, 2018	BUY	$72.38 - $93.61 $1,664 - $2,153	23 Added 53.49%	66 $6,000
Q2 2018 Aug 14, 2018	BUY	$68.74 - $76.66 $549 - $613	8 Added 22.86%	43 $3,000
Q1 2018 Apr 12, 2018	BUY	$59.7 - $72.45 $417 - $507	7 Added 25.0%	35 $3,000
Q3 2017 Nov 14, 2017	BUY	$57.32 - $58.21 $1,604 - $1,629	28	28 $3,000

Others Institutions Holding HEI

# of Institutions

580

Shares Held

39.1M

Call Options Held

106K

Put Options Held

93.1K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $14.1B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC Heico Corp Transaction History