Congress 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
Q2 | $9.72M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $787K | Buy |
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|
2023
Q4 | $731K | Buy |
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|
2023
Q3 | $661K | Sell |
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|
2023
Q2 | $758K | Sell |
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|
2023
Q1 | $736K | Sell |
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|
2022
Q4 | $719K | Hold |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $576K | Sell |
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|
2022
Q1 | $696K | Sell |
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|
2021
Q4 | $666K | Buy |
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