Icon Wealth Advisors’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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $127K | Sell |
|
|||||
|
2025
Q2 | $216K | Sell |
|
|||||
|
2025
Q1 | $242K | Sell |
|
|||||
|
2024
Q4 | $452K | Sell |
|
|||||
|
2024
Q3 | $533K | Sell |
|
|||||
|
2024
Q2 | $793K | Sell |
|
|||||
|
2024
Q1 | $898K | Sell |
|
|||||
|
2023
Q4 | $943K | Buy |
|
|||||
|
2022
Q4 | $1.18M | Sell |
|
|||||
|
2022
Q3 | $1.17M | Buy |
|