Baron Wealth Management LLC Heico Corp Transaction History

Baron Wealth Management LLC

  • $212 Billion
  • Q4 2024

A detailed history of Baron Wealth Management LLC transactions in Heico Corp stock. As of the latest transaction made, Baron Wealth Management LLC holds 3,779 shares of HEI stock, worth $850,237. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,779
Previous 3,779 -0.0%
Holding current value
$850,237
Previous $988 Million 9.08%
% of portfolio
0.42%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$220.59 - $267.96 $882 - $1,071
-4 Reduced 0.11%
3,779 $988 Million
Q2 2024

Aug 13, 2024
SELL
$187.69 - $228.95 $4,129 - $5,036
-22 Reduced 0.58%
3,783 $846 Million
Q4 2023

Jan 04, 2024
SELL
$156.87 - $186.0 $156 - $186
-1 Reduced 0.03%
3,805 $681 Million
Q3 2023

Nov 01, 2023
BUY
$157.41 - $180.29 $8,342 - $9,555
53 Added 1.41%
3,806 $616 Million
Q2 2023

Aug 08, 2023
BUY
$154.58 - $178.94 $2,473 - $2,863
16 Added 0.43%
3,753 $664 Million
Q4 2022

Apr 04, 2023
BUY
$139.73 - $164.7 $522,171 - $615,483
3,737 New
3,737 $574,000

Others Institutions Holding HEI

# of Institutions
656
Shares Held
62.2M
Call Options Held
221K
Put Options Held
200K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $12.3B
More about HEI
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron 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 Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email