Baystate Wealth Management LLC Heico Corp Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Heico Corp stock. As of the latest transaction made, Baystate Wealth Management LLC holds 18 shares of HEI stock, worth $5,719. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 8 125.0%

Holding current value

$5,719

Previous $1,000 200.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$156.87 - $186.0 $1,568 - $1,860	10 Added 125.0%	18 $3,000
Q2 2023 Sep 21, 2023	BUY	$154.58 - $178.94 $1,236 - $1,431	8 New	8 $1,000
Q3 2022 Nov 10, 2022	SELL	$130.94 - $165.56 $42,948 - $54,303	-328 Reduced 97.62%	8 $1,000
Q1 2021 Apr 21, 2021	BUY	$116.13 - $138.78 $929 - $1,110	8 Added 2.44%	336 $42,000
Q4 2020 Jan 15, 2021	SELL	$104.18 - $135.47 $104 - $135	-1 Reduced 0.3%	328 $44,000
Q3 2020 Oct 14, 2020	BUY	$93.63 - $114.51 $93 - $114	1 Added 0.3%	329 $34,000
Q4 2018 Jan 24, 2019	BUY	$71.65 - $92.35 $71 - $92	1 Added 0.31%	328 $26,000
Q3 2018 Oct 16, 2018	SELL	$72.38 - $93.61 $72 - $93	-1 Reduced 0.3%	327 $27,000
Q2 2018 Jul 17, 2018	BUY	$68.74 - $76.66 $8,111 - $9,045	118 Added 56.19%	328 $24,000
Q1 2018 Apr 24, 2018	SELL	$59.7 - $72.45 $16,716 - $20,286	-280 Reduced 57.14%	210 $19,000
Q4 2017 Jan 23, 2018	BUY	$55.75 - $62.21 $27,317 - $30,482	490	490 $38,000

Others Institutions Holding HEI

# of Institutions

780

Shares Held

41.5M

Call Options Held

200K

Put Options Held

469K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.3B

More about HEI

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Baystate Wealth Management LLC Heico Corp Transaction History