Carson Wealth (CWM LLC)’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
1,009
+16
| +2% | +$5.25K | ﹤0.01% | 1795 |
|
|
2025
Q1 | $265K | Buy |
993
+65
| +7% | +$17.3K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $221K | Buy |
928
+12
| +1% | +$2.86K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $240K | Sell |
916
-1
| -0.1% | -$262 | ﹤0.01% | 1661 |
|
|
2024
Q2 | $205K | Sell |
917
-85
| -8% | -$19K | ﹤0.01% | 1575 |
|
|
2024
Q1 | $191K | Buy |
1,002
+129
| +15% | +$24.6K | ﹤0.01% | 1539 |
|
|
2023
Q4 | $156K | Buy |
873
+23
| +3% | +$4.11K | ﹤0.01% | 1529 |
|
|
2023
Q3 | $138K | Buy |
850
+57
| +7% | +$9.25K | ﹤0.01% | 1466 |
|
|
2023
Q2 | $140K | Buy |
793
+80
| +11% | +$14.1K | ﹤0.01% | 1394 |
|
|
2023
Q1 | $122K | Sell |
713
-4
| -0.6% | -$684 | ﹤0.01% | 1387 |
|
|
2022
Q4 | $110K | Sell |
717
-95
| -12% | -$14.6K | ﹤0.01% | 1340 |
|
|
2022
Q3 | $117K | Sell |
812
-25
| -3% | -$3.6K | ﹤0.01% | 1271 |
|
|
2022
Q2 | $110K | Buy |
837
+15
| +2% | +$1.97K | ﹤0.01% | 1275 |
|
|
2022
Q1 | $126K | Buy |
822
+316
| +62% | +$48.4K | ﹤0.01% | 1236 |
|
|
2021
Q4 | $73K | Buy |
+506
| New | +$73K | ﹤0.01% | 1423 |
|
|
2021
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2021
Q1 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2020
Q4 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2020
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2020
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2020
Q1 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q4 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q3 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q2 | $12K | Hold |
86
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q1 | $12K | Sell |
86
-102
| -54% | -$14.2K | ﹤0.01% | 2017 |
|
|
2018
Q4 | $15K | Sell |
188
-7
| -4% | -$559 | ﹤0.01% | 1212 |
|
|
2018
Q3 | $18K | Buy |
195
+50
| +34% | +$4.62K | ﹤0.01% | 972 |
|
|
2018
Q2 | $11K | Hold |
145
| – | – | ﹤0.01% | 972 |
|
|
2018
Q1 | $10K | Sell |
145
-37
| -20% | -$2.55K | ﹤0.01% | 848 |
|
|
2017
Q4 | $9K | Hold |
182
| – | – | ﹤0.01% | 910 |
|
|
2017
Q3 | $8K | Buy |
+182
| New | +$8K | ﹤0.01% | 940 |
|