Icon Wealth Advisors, LLC Heico Corp Transaction History

Icon Wealth Advisors, LLC

$3.4 Billion
Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 6,248 shares of HEI stock, worth $1.48 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,248

Previous 3,285 90.2%

Holding current value

$1.48 Million

Previous $734,000 122.48%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$220.59 - $267.96 $928,463 - $1.13 Million	-4,209 Reduced 67.37%	2,039 $533,000
Q3 2024 Nov 12, 2024	BUY	$220.59 - $267.96 $653,608 - $793,965	2,963 Added 90.2%	6,248 $1.63 Million
Q2 2024 Aug 14, 2024	SELL	$187.69 - $228.95 $266,144 - $324,651	-1,418 Reduced 30.15%	3,285 $734,000
Q1 2024 May 15, 2024	SELL	$170.61 - $199.38 $97,418 - $113,845	-571 Reduced 10.83%	4,703 $898,000
Q4 2023 Feb 14, 2024	SELL	$156.87 - $186.0 $376,331 - $446,214	-2,399 Reduced 31.27%	5,274 $943,000
Q4 2022 Feb 14, 2023	SELL	$139.73 - $164.7 $63,297 - $74,609	-453 Reduced 5.57%	7,673 $1.18 Million
Q3 2022 Jan 25, 2023	BUY	$130.94 - $165.56 $1.06 Million - $1.35 Million	8,126 New	8,126 $1.17 Million

Others Institutions Holding HEI

# of Institutions

629

Shares Held

38.3M

Call Options Held

211K

Put Options Held

140K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $12.9B

More about HEI

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Icon Wealth Advisors, LLC Heico Corp Transaction History