Baker Tilly Wealth Management, LLC Heico Crp Cl A Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 4,303 shares of HEIA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,303
Previous 4,277 0.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
N/A
26 Added 0.61%
4,303 $0
Q3 2024

Oct 24, 2024
BUY
N/A
656 Added 18.12%
4,277 $0
Q2 2024

Jul 18, 2024
SELL
N/A
-461 Reduced 11.29%
3,621 $0
Q1 2024

May 09, 2024
BUY
N/A
383 Added 10.35%
4,082 $0
Q4 2023

Jan 10, 2024
SELL
N/A
-742 Reduced 16.71%
3,699 $0
Q3 2023

Oct 10, 2023
SELL
N/A
-7,723 Reduced 63.49%
4,441 $0
Q2 2023

Jul 20, 2023
SELL
N/A
-3,115 Reduced 20.39%
12,164 $0
Q1 2023

Apr 12, 2023
SELL
N/A
-641 Reduced 4.03%
15,279 $0
Q4 2022

Jan 26, 2023
BUY
N/A
3,322 Added 26.37%
15,920 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-519 Reduced 3.96%
12,598 $1.44 Million
Q2 2022

Jul 28, 2022
BUY
N/A
1,094 Added 9.1%
13,117 $1.38 Million
Q1 2022

Apr 27, 2022
BUY
N/A
351 Added 3.01%
12,023 $1.53 Million
Q4 2021

Feb 08, 2022
BUY
N/A
1,596 Added 15.84%
11,672 $1.5 Million
Q3 2021

Nov 02, 2021
BUY
N/A
1,303 Added 14.85%
10,076 $1.19 Million
Q2 2021

Jul 30, 2021
BUY
N/A
879 Added 11.14%
8,773 $1.09 Million
Q1 2021

Apr 28, 2021
BUY
N/A
2,685 Added 51.55%
7,894 $897,000
Q4 2020

Feb 03, 2021
BUY
N/A
5,209 New
5,209 $610,000

Others Institutions Holding HEIA

# of Institutions
518
Shares Held
57.4M
Call Options Held
10.6K
Put Options Held
2.9K
View Full List

About HEICO CRP CL-A

HEIA Quotes by TradingView
  • Ticker HEIA
More about HEIA
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email