Carson Wealth (CWM LLC)’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
1,915
+492
| +35% | +$127K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $300K | Buy |
1,423
+213
| +18% | +$44.9K | ﹤0.01% | 1672 |
|
|
2024
Q4 | $225K | Buy |
1,210
+20
| +2% | +$3.72K | ﹤0.01% | 1752 |
|
|
2024
Q3 | $242K | Sell |
1,190
-349
| -23% | -$71K | ﹤0.01% | 1655 |
|
|
2024
Q2 | $273K | Sell |
1,539
-70
| -4% | -$12.4K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $248K | Buy |
1,609
+1,120
| +229% | +$173K | ﹤0.01% | 1412 |
|
|
2023
Q4 | $70K | Buy |
489
+32
| +7% | +$4.58K | ﹤0.01% | 1970 |
|
|
2023
Q3 | $59K | Buy |
457
+78
| +21% | +$10.1K | ﹤0.01% | 1963 |
|
|
2023
Q2 | $53K | Buy |
379
+81
| +27% | +$11.3K | ﹤0.01% | 1936 |
|
|
2023
Q1 | $41K | Sell |
298
-50
| -14% | -$6.88K | ﹤0.01% | 2009 |
|
|
2022
Q4 | $42K | Buy |
348
+62
| +22% | +$7.48K | ﹤0.01% | 1840 |
|
|
2022
Q3 | $33K | Buy |
286
+161
| +129% | +$18.6K | ﹤0.01% | 1884 |
|
|
2022
Q2 | $13K | Buy |
125
+3
| +2% | +$312 | ﹤0.01% | 2414 |
|
|
2022
Q1 | $15K | Buy |
122
+28
| +30% | +$3.44K | ﹤0.01% | 2247 |
|
|
2021
Q4 | $12K | Buy |
+94
| New | +$12K | ﹤0.01% | 2242 |
|
|
2021
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2021
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q4 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2019
Q4 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2019
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2019
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 2342 |
|
|
2019
Q1 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 2342 |
|