Connecticut 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 | $605K | Hold |
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|
2025
Q2 | $615K | Sell |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $465K | Buy |
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|
2024
Q1 | $396K | Sell |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Sell |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $234K | Buy |
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