JP Morgan Private Wealth Advisors’s HEICO Corp Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $3.68M | Sell |
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|
2022
Q4 | $3.32M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $8.3M | Sell |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $8.75M | Sell |
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|
2021
Q3 | $8.31M | Buy |
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|
2021
Q2 | $8.25M | Buy |
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|
2021
Q1 | $4.97M | Buy |
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|
2020
Q4 | $4.34M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $253K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $223K | Hold |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $369K | Sell |
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|
2017
Q2 | $308K | Buy |
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|
2017
Q1 | $290K | Sell |
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|
2016
Q4 | $271K | Sell |
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|
2016
Q3 | $251K | Buy |
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|
2016
Q2 | $201K | Buy |
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