Corient Private Wealth’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 | $46.7M | Buy |
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|
2025
Q2 | $45.4M | Buy |
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|
2025
Q1 | $36.6M | Sell |
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|
2024
Q4 | $33.2M | Buy |
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|
2024
Q3 | $35.2M | Sell |
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|
2024
Q2 | $30.2M | Buy |
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|
2024
Q1 | $25.7M | Buy |
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|
2023
Q4 | $23.8M | Sell |
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|
2023
Q3 | $21.9M | Sell |
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|
2023
Q2 | $25.7M | Sell |
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|
2023
Q1 | $33.5M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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