Burt Wealth Advisors Heico Corp Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

A detailed history of Burt Wealth Advisors transactions in Heico Corp stock. As of the latest transaction made, Burt Wealth Advisors holds 3,108 shares of HEI stock, worth $776,595. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,108

Previous 3,572 12.99%

Holding current value

$776,595

Previous $849,000 2.24%

% of portfolio

0.21%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$219.6 - $270.85 $101,894 - $125,674	-464 Reduced 12.99%	3,108 $830,000
Q2 2024 Jul 16, 2024	SELL	$187.69 - $228.95 $187 - $228	-1 Reduced 0.03%	3,572 $798,000
Q1 2024 Apr 18, 2024	BUY	$170.61 - $199.38 $170 - $199	1 Added 0.03%	3,573 $682,000
Q4 2023 Feb 01, 2024	SELL	$156.87 - $186.0 $280,169 - $332,196	-1,786 Reduced 33.33%	3,572 $638,000
Q4 2022 Jan 17, 2023	SELL	$139.73 - $164.7 $74,336 - $87,620	-532 Reduced 9.03%	5,358 $823,000
Q1 2022 Apr 19, 2022	BUY	$135.21 - $155.09 $796,386 - $913,480	5,890 New	5,890 $904,000

Others Institutions Holding HEI

# of Institutions

670

Shares Held

40.3M

Call Options Held

220K

Put Options Held

193K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $13.6B

More about HEI

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Burt Wealth Advisors Heico Corp Transaction History