MGWM
Marks Group Wealth Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Sell |
3,555
-199
| -5% | -$51.5K | 0.09% | 185 |
|
|
2025
Q1 | $792K | Buy |
3,754
+57
| +2% | +$12K | 0.08% | 198 |
|
|
2024
Q4 | $688K | Sell |
3,697
-67
| -2% | -$12.5K | 0.07% | 195 |
|
|
2024
Q3 | $767K | Sell |
3,764
-138
| -4% | -$28.1K | 0.07% | 188 |
|
|
2024
Q2 | $693K | Sell |
3,902
-394
| -9% | -$69.9K | 0.07% | 196 |
|
|
2024
Q1 | $661K | Buy |
4,296
+114
| +3% | +$17.5K | 0.07% | 198 |
|
|
2023
Q4 | $596K | Buy |
4,182
+132
| +3% | +$18.8K | 0.07% | 204 |
|
|
2023
Q3 | $523K | Buy |
4,050
+166
| +4% | +$21.5K | 0.06% | 205 |
|
|
2023
Q2 | $546K | Buy |
3,884
+249
| +7% | +$35K | 0.06% | 205 |
|
|
2023
Q1 | $494K | Buy |
3,635
+179
| +5% | +$24.3K | 0.06% | 209 |
|
|
2022
Q4 | $414K | Buy |
3,456
+177
| +5% | +$21.2K | 0.06% | 222 |
|
|
2022
Q3 | $376K | Buy |
3,279
+171
| +6% | +$19.6K | 0.06% | 219 |
|
|
2022
Q2 | $328K | Buy |
3,108
+269
| +9% | +$28.4K | 0.05% | 239 |
|
|
2022
Q1 | $360K | Buy |
2,839
+740
| +35% | +$93.8K | 0.05% | 257 |
|
|
2021
Q4 | $270K | Buy |
+2,099
| New | +$270K | 0.03% | 280 |
|
|
2021
Q3 | – | Sell |
-1,622
| Closed | -$201K | – | 295 |
|
|
2021
Q2 | $201K | Buy |
+1,622
| New | +$201K | 0.03% | 259 |
|