Congress Wealth Management LLC Heico Corp Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Heico Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,069 shares of HEI stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,069

Previous 4,197 3.05%

Holding current value

$1.14 Million

Previous $938,000 13.33%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$220.59 - $267.96 $28,235 - $34,298	-128 Reduced 3.05%	4,069 $1.06 Million
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

# of Institutions

627

Shares Held

38.1M

Call Options Held

211K

Put Options Held

140K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $15.2B

More about HEI

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Congress Wealth Management LLC Heico Corp Transaction History