Valeo Financial Advisors, LLC Heico Corp Transaction History

Valeo Financial Advisors, LLC

$4.36 Billion
Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,581 shares of HEI stock, worth $495,864. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,581

Previous 1,580 0.06%

Holding current value

$495,864

Previous $518,000 1.54%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$304.5 - $337.56 $304 - $337	1 Added 0.06%	1,581 $510,000
Q2 2025 Jul 22, 2025	BUY	$236.44 - $328.0 $7,093 - $9,840	30 Added 1.94%	1,580 $518,000
Q1 2025 Apr 30, 2025	SELL	$219.6 - $270.85 $878 - $1,083	-4 Reduced 0.26%	1,550 $414,000
Q3 2024 Oct 10, 2024	BUY	$220.59 - $267.96 $1,764 - $2,143	8 Added 0.52%	1,554 $406,000
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

796

Shares Held

41.5M

Call Options Held

173K

Put Options Held

105K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.1B

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Valeo Financial Advisors, LLC Heico Corp Transaction History