Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $820K | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $898K | Hold |
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|
2024
Q3 | $988K | Sell |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $727K | Hold |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $664K | Buy |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $574K | Buy |
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