Northwestern Mutual Wealth Management’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
626
+94
| +18% | +$24.3K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $112K | Buy |
532
+262
| +97% | +$55.3K | ﹤0.01% | 1892 |
|
|
2024
Q4 | $50.2K | Buy |
270
+216
| +400% | +$40.2K | ﹤0.01% | 2183 |
|
|
2024
Q3 | $11K | Sell |
54
-5
| -8% | -$1.02K | ﹤0.01% | 2658 |
|
|
2024
Q2 | $10.5K | Sell |
59
-1
| -2% | -$178 | ﹤0.01% | 2634 |
|
|
2024
Q1 | $9.24K | Sell |
60
-121
| -67% | -$18.6K | ﹤0.01% | 2663 |
|
|
2023
Q4 | $25.8K | Buy |
181
+157
| +654% | +$22.4K | ﹤0.01% | 2315 |
|
|
2023
Q3 | $3.1K | Sell |
24
-45
| -65% | -$5.81K | ﹤0.01% | 2869 |
|
|
2023
Q2 | $9.7K | Sell |
69
-2,467
| -97% | -$347K | ﹤0.01% | 2584 |
|
|
2023
Q1 | $345K | Buy |
2,536
+2,448
| +2,782% | +$333K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $10.5K | Buy |
88
+44
| +100% | +$5.27K | ﹤0.01% | 2475 |
|
|
2022
Q3 | $5K | Buy |
44
+8
| +22% | +$909 | ﹤0.01% | 2681 |
|
|
2022
Q2 | $4K | Sell |
36
-56
| -61% | -$6.22K | ﹤0.01% | 2773 |
|
|
2022
Q1 | $12K | Buy |
92
+4
| +5% | +$522 | ﹤0.01% | 2468 |
|
|
2021
Q4 | $11K | Buy |
+88
| New | +$11K | ﹤0.01% | 2543 |
|
|
2021
Q2 | – | Sell |
-187
| Closed | -$21K | – | 3080 |
|
|
2021
Q1 | $21K | Buy |
187
+131
| +234% | +$14.7K | ﹤0.01% | 2034 |
|
|
2020
Q4 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 2292 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$1K | – | 2513 |
|
|
2020
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2400 |
|
|
2019
Q1 | – | Sell |
-343
| Closed | -$22K | – | 2598 |
|
|
2018
Q4 | $22K | Buy |
343
+327
| +2,044% | +$21K | ﹤0.01% | 1556 |
|
|
2018
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2372 |
|
|
2018
Q1 | – | Sell |
-142
| Closed | -$7K | – | 2290 |
|
|
2017
Q4 | $7K | Hold |
142
| – | – | ﹤0.01% | 1850 |
|
|
2017
Q3 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 1740 |
|