Burt Wealth Advisors Heico Corp Transaction History

Burt Wealth Advisors

$399 Million
Q3 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 $974,793. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,108

Previous 3,108 -0.0%

Holding current value

$974,793

Previous $1.02 Million 1.57%

% of portfolio

0.25%

Previous 0.24%

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

791

Shares Held

41.3M

Call Options Held

177K

Put Options Held

109K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.1B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Heico Corp Transaction History