HighMark 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 | $292K | Hold |
|
|||||
|
2025
Q2 | $297K | Hold |
|
|||||
|
2025
Q1 | $242K | Hold |
|
|||||
|
2024
Q4 | $215K | Hold |
|
|||||
|
2024
Q3 | $236K | Hold |
|
|||||
|
2024
Q2 | $202K | Hold |
|
|||||
|
2024
Q1 | $173K | Hold |
|
|||||
|
2023
Q4 | $162K | Hold |
|
|||||
|
2023
Q3 | $146K | Hold |
|
|||||
|
2023
Q2 | $160K | Sell |
|
|||||
|
2023
Q1 | $186K | Buy |
|