Integrated Wealth Concepts’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
Q2 | – | Sell |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $266K | Buy |
|
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $266K | Sell |
|
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $245K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $731K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $653K | Buy |
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|
2021
Q1 | $581K | Buy |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Buy |
|
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|
2019
Q3 | $266K | Sell |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $203K | Buy |
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