Burt Wealth Advisors Heico Corp Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in Heico Corp stock. As of the latest transaction made, Burt Wealth Advisors holds 3,572 shares of HEI stock, worth $985,371. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,572
Previous 3,572 -0.0%
Holding current value
$985,371
Previous $798,000 17.04%
% of portfolio
0.23%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
629
Shares Held
38.3M
Call Options Held
211K
Put Options Held
140K
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 $15B
More about HEI
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