Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-365	Closed	-$59.1K	–	961
2023 Q3	$59.1K	Hold	365	–	–	﹤0.01%	378
2023 Q2	$64.6K	Hold	365	–	–	﹤0.01%	380
2023 Q1	$62.4K	Hold	365	–	–	﹤0.01%	380
2022 Q4	$56.1K	Hold	365	–	–	﹤0.01%	338
2022 Q3	$53K	Sell	365 -12	-3%	-$1.8K	﹤0.01%	348
2022 Q2	$50K	Buy	377 +12	+3%	+$1.69K	﹤0.01%	391
2022 Q1	$56K	Hold	365	–	–	﹤0.01%	424
2021 Q4	$53K	Hold	365	–	–	﹤0.01%	436
2021 Q3	$48K	Hold	365	–	–	﹤0.01%	410
2021 Q2	$51K	Hold	365	–	–	﹤0.01%	410
2021 Q1	$46K	Hold	365	–	–	﹤0.01%	405
2020 Q4	$48K	Sell	365 -206	-36%	-$25.1K	﹤0.01%	330
2020 Q3	$60K	Hold	571	–	–	0.01%	268
2020 Q2	$57K	Hold	571	–	–	0.01%	267
2020 Q1	$43K	Hold	571	–	–	0.01%	293
2019 Q4	$65K	Hold	571	–	–	0.01%	295
2019 Q3	$71K	Hold	571	–	–	0.01%	312
2019 Q2	$76K	Hold	571	–	–	0.01%	299
2019 Q1	$54K	Sell	571 -570	-50%	-$49.7K	﹤0.01%	315
2018 Q4	$88K	Buy	+1,141	New	+$95.1K	0.01%	268