Venturi Wealth Management’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.46M | Hold |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $373K | Buy |
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