J.P. Morgan Private Wealth Advisors’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.71M | Sell |
10,543
-1,334
| -11% | -$216K | ﹤0.01% | 798 |
|
|
2023
Q2 | $2.1M | Sell |
11,877
-644
| -5% | -$114K | 0.01% | 546 |
|
|
2023
Q1 | $2.14M | Sell |
12,521
-43
| -0.3% | -$7.36K | ﹤0.01% | 856 |
|
|
2022
Q4 | $1.93M | Buy |
12,564
+1,468
| +13% | +$226K | ﹤0.01% | 868 |
|
|
2022
Q3 | $1.6M | Buy |
11,096
+103
| +0.9% | +$14.8K | ﹤0.01% | 927 |
|
|
2022
Q2 | $1.44M | Buy |
10,993
+89
| +0.8% | +$11.7K | ﹤0.01% | 961 |
|
|
2022
Q1 | $1.67M | Buy |
10,904
+96
| +0.9% | +$14.7K | ﹤0.01% | 972 |
|
|
2021
Q4 | $1.56M | Buy |
10,808
+318
| +3% | +$45.9K | ﹤0.01% | 1021 |
|
|
2021
Q3 | $1.38M | Buy |
10,490
+842
| +9% | +$111K | ﹤0.01% | 1055 |
|
|
2021
Q2 | $1.35M | Buy |
9,648
+5,525
| +134% | +$770K | ﹤0.01% | 1050 |
|
|
2021
Q1 | $519K | Sell |
4,123
-104
| -2% | -$13.1K | ﹤0.01% | 1296 |
|
|
2020
Q4 | $560K | Sell |
4,227
-958
| -18% | -$127K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $543K | Buy |
5,185
+49
| +1% | +$5.13K | ﹤0.01% | 1117 |
|
|
2020
Q2 | $512K | Sell |
5,136
-222
| -4% | -$22.1K | ﹤0.01% | 1081 |
|
|
2020
Q1 | $400K | Buy |
5,358
+2,514
| +88% | +$188K | ﹤0.01% | 1017 |
|
|
2019
Q4 | $324K | Buy |
2,844
+733
| +35% | +$83.5K | ﹤0.01% | 1203 |
|
|
2019
Q3 | $264K | Sell |
2,111
-376
| -15% | -$47K | ﹤0.01% | 1237 |
|
|
2019
Q2 | $333K | Sell |
2,487
-413
| -14% | -$55.3K | ﹤0.01% | 1111 |
|
|
2019
Q1 | $275K | Buy |
+2,900
| New | +$275K | ﹤0.01% | 1249 |
|
|
2018
Q1 | – | Sell |
-12,992
| Closed | -$628K | – | 1323 |
|
|
2017
Q4 | $628K | Hold |
12,992
| – | – | ﹤0.01% | 793 |
|
|
2017
Q3 | $597K | Hold |
12,992
| – | – | ﹤0.01% | 786 |
|
|
2017
Q2 | $478K | Sell |
12,992
-196
| -1% | -$7.21K | ﹤0.01% | 852 |
|
|
2017
Q1 | $471K | Buy |
13,188
+588
| +5% | +$21K | ﹤0.01% | 879 |
|
|
2016
Q4 | $398K | Sell |
12,600
-234
| -2% | -$7.39K | ﹤0.01% | 887 |
|
|
2016
Q3 | $364K | Buy |
12,834
+915
| +8% | +$26K | ﹤0.01% | 905 |
|
|
2016
Q2 | $326K | Hold |
11,919
| – | – | ﹤0.01% | 945 |
|
|
2016
Q1 | $294K | Sell |
11,919
-15
| -0.1% | -$370 | ﹤0.01% | 955 |
|
|
2015
Q4 | $266K | Sell |
11,934
-3,908
| -25% | -$87.1K | ﹤0.01% | 916 |
|
|
2015
Q3 | $317K | Buy |
15,842
+3,266
| +26% | +$65.4K | ﹤0.01% | 777 |
|
|
2015
Q2 | $300K | Sell |
12,576
-476
| -4% | -$11.4K | ﹤0.01% | 844 |
|
|
2015
Q1 | $326K | Buy |
13,052
+908
| +7% | +$22.7K | ﹤0.01% | 855 |
|
|
2014
Q4 | $300K | Buy |
12,144
+225
| +2% | +$5.56K | ﹤0.01% | 876 |
|
|
2014
Q3 | $228K | Hold |
11,919
| – | – | ﹤0.01% | 931 |
|
|
2014
Q2 | $254K | Sell |
11,919
-37
| -0.3% | -$788 | ﹤0.01% | 747 |
|
|
2014
Q1 | $295K | Buy |
11,956
+37
| +0.3% | +$913 | 0.01% | 720 |
|
|
2013
Q4 | $283K | Sell |
11,919
-1
| -0% | -$24 | 0.01% | 541 |
|
|
2013
Q3 | $265K | Buy |
+11,920
| New | +$265K | 0.01% | 530 |
|