Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.16M | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.24M | Hold |
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|
2021
Q4 | $1.16M | Hold |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $842K | Hold |
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|
2020
Q2 | $801K | Hold |
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|
2020
Q1 | $600K | Hold |
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|
2019
Q4 | $918K | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $171K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $138K | Buy |
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