Carson Wealth (CWM LLC)’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 | $394K | Buy |
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|
2025
Q2 | $331K | Buy |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $191K | Buy |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $140K | Buy |
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|
2023
Q1 | $122K | Sell |
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|
2022
Q4 | $110K | Sell |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $73K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $8K | Buy |
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