BTWM
Baker Tilly Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
4,181
-426
| -9% | -$110K | 0.39% | 53 |
|
|
2025
Q1 | $972K | Buy |
4,607
+304
| +7% | +$64.1K | 0.38% | 65 |
|
|
2024
Q4 | $801K | Buy |
4,303
+26
| +0.6% | +$4.84K | 0.31% | 75 |
|
|
2024
Q3 | $871K | Buy |
4,277
+656
| +18% | +$134K | 0.39% | 64 |
|
|
2024
Q2 | $643K | Sell |
3,621
-461
| -11% | -$81.8K | 0.26% | 90 |
|
|
2024
Q1 | $628K | Buy |
4,082
+383
| +10% | +$59K | 0.11% | 202 |
|
|
2023
Q4 | $527K | Sell |
3,699
-742
| -17% | -$106K | 0.09% | 264 |
|
|
2023
Q3 | $574K | Sell |
4,441
-7,723
| -63% | -$998K | 0.09% | 224 |
|
|
2023
Q2 | $1.71M | Sell |
12,164
-3,115
| -20% | -$438K | 0.18% | 124 |
|
|
2023
Q1 | $2.08M | Sell |
15,279
-641
| -4% | -$87.1K | 0.23% | 97 |
|
|
2022
Q4 | $1.91M | Buy |
15,920
+3,322
| +26% | +$398K | 0.24% | 102 |
|
|
2022
Q3 | $1.44M | Sell |
12,598
-519
| -4% | -$59.5K | 0.2% | 110 |
|
|
2022
Q2 | $1.38M | Buy |
13,117
+1,094
| +9% | +$115K | 0.18% | 121 |
|
|
2022
Q1 | $1.53M | Buy |
12,023
+351
| +3% | +$44.5K | 0.17% | 121 |
|
|
2021
Q4 | $1.5M | Buy |
11,672
+1,596
| +16% | +$205K | 0.16% | 132 |
|
|
2021
Q3 | $1.19M | Buy |
10,076
+1,303
| +15% | +$154K | 0.16% | 133 |
|
|
2021
Q2 | $1.09M | Buy |
8,773
+879
| +11% | +$109K | 0.18% | 135 |
|
|
2021
Q1 | $897K | Buy |
7,894
+2,685
| +52% | +$305K | 0.18% | 134 |
|
|
2020
Q4 | $610K | Buy |
+5,209
| New | +$610K | 0.19% | 127 |
|