Icon Wealth Partners’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $968K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $978K | Buy |
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|
2020
Q3 | $611K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $96K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $101K | Hold |
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|
2018
Q2 | $79K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $66K | Buy |
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