A detailed history of Congress Wealth Management LLC transactions in Heico Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,197 shares of HEI stock, worth $1.11 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,197
Previous 4,119 1.89%
Holding current value
$1.11 Million
Previous $786,000 19.34%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$187.69 - $228.95 $14,639 - $17,858
78 Added 1.89%
4,197 $938,000
Q1 2024

Apr 18, 2024

BUY
$170.61 - $199.38 $5,118 - $5,981
30 Added 0.73%
4,119 $786,000
Q4 2023

Feb 09, 2024

BUY
$156.87 - $186.0 $1,098 - $1,302
7 Added 0.17%
4,089 $731,000
Q3 2023

Oct 30, 2023

SELL
$157.41 - $180.29 $31,796 - $36,418
-202 Reduced 4.72%
4,082 $660,000
Q2 2023

Jul 13, 2023

SELL
$154.58 - $178.94 $2,782 - $3,220
-18 Reduced 0.42%
4,284 $758,000
Q1 2023

Apr 14, 2023

SELL
$151.52 - $177.31 $57,426 - $67,200
-379 Reduced 8.1%
4,302 $735,000
Q3 2022

Nov 08, 2022

BUY
$130.94 - $165.56 $38,103 - $48,177
291 Added 6.63%
4,681 $673,000
Q2 2022

Aug 11, 2022

SELL
$127.59 - $157.21 $17,862 - $22,009
-140 Reduced 3.09%
4,390 $576,000
Q1 2022

May 16, 2022

SELL
$135.21 - $155.09 $11,898 - $13,647
-88 Reduced 1.91%
4,530 $696,000
Q4 2021

Feb 04, 2022

BUY
$133.37 - $149.8 $615,902 - $691,776
4,618 New
4,618 $666,000

Others Institutions Holding HEI

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $14.4B
More about HEI
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