AE Wealth Management’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,503
| Closed | -$1.19M | – | 1506 |
|
|
2023
Q4 | $1.19M | Buy |
6,503
+71
| +1% | +$12K | 0.01% | 1088 |
|
|
2023
Q3 | $1.04M | Sell |
6,432
-1,085
| -14% | -$184K | 0.01% | 1080 |
|
|
2023
Q2 | $1.33M | Sell |
7,517
-205
| -3% | -$34.6K | 0.01% | 981 |
|
|
2023
Q1 | $1.32M | Buy |
7,722
+56
| +0.7% | +$9.43K | 0.01% | 939 |
|
|
2022
Q4 | $1.18M | Buy |
7,666
+118
| +2% | +$18.4K | 0.01% | 923 |
|
|
2022
Q3 | $1.09M | Sell |
7,548
-2,423
| -24% | -$363K | 0.01% | 913 |
|
|
2022
Q2 | $1.31M | Sell |
9,971
-189
| -2% | -$26.6K | 0.01% | 803 |
|
|
2022
Q1 | $1.56M | Buy |
10,160
+2,708
| +36% | +$393K | 0.01% | 770 |
|
|
2021
Q4 | $1.07M | Sell |
7,452
-157
| -2% | -$22.1K | 0.01% | 905 |
|
|
2021
Q3 | $1M | Buy |
7,609
+66
| +0.9% | +$8.69K | 0.01% | 868 |
|
|
2021
Q2 | $1.05M | Buy |
7,543
+1,625
| +27% | +$224K | 0.01% | 814 |
|
|
2021
Q1 | $744K | Sell |
5,918
-480
| -8% | -$61.7K | 0.01% | 873 |
|
|
2020
Q4 | $847K | Buy |
6,398
+146
| +2% | +$17.8K | 0.01% | 766 |
|
|
2020
Q3 | $654K | Buy |
6,252
+463
| +8% | +$47.8K | 0.01% | 767 |
|
|
2020
Q2 | $577K | Buy |
5,789
+93
| +2% | +$8.59K | 0.01% | 822 |
|
|
2020
Q1 | $425K | Sell |
5,696
-338
| -6% | -$37K | 0.01% | 735 |
|
|
2019
Q4 | $689K | Buy |
6,034
+88
| +1% | +$10.8K | 0.02% | 631 |
|
|
2019
Q3 | $743K | Sell |
5,946
-13
| -0.2% | -$1.78K | 0.02% | 514 |
|
|
2019
Q2 | $797K | Buy |
5,959
+930
| +18% | +$103K | 0.02% | 462 |
|
|
2019
Q1 | $477K | Sell |
5,029
-3,489
| -41% | -$304K | 0.03% | 349 |
|
|
2018
Q4 | $660K | Buy |
8,518
+5,123
| +151% | +$427K | 0.11% | 205 |
|
|
2018
Q3 | $314K | Sell |
3,395
-130
| -4% | -$10.7K | 0.02% | 436 |
|
|
2018
Q2 | $257K | Sell |
3,525
-256
| -7% | -$18.6K | 0.02% | 368 |
|
|
2018
Q1 | $263K | Buy |
+3,781
| New | +$247K | 0.02% | 352 |
|
Other funds holding HEI
RP
