Congress Wealth Management LLC Heico Corp Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Heico Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 29,646 shares of HEI stock, worth $9.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

29,646

Previous 3,962 648.26%

Holding current value

$9.3 Million

Previous $1.06 Million 819.0%

% of portfolio

0.1%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$236.44 - $328.0 $6.07 Million - $8.42 Million	25,684 Added 648.26%	29,646 $9.72 Million
Q1 2025 May 14, 2025	SELL	$219.6 - $270.85 $21,960 - $27,085	-100 Reduced 2.46%	3,962 $1.06 Million
Q4 2024 Feb 11, 2025	SELL	$237.06 - $279.02 $1,659 - $1,953	-7 Reduced 0.17%	4,062 $965,000
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

794

Shares Held

41.5M

Call Options Held

173K

Put Options Held

105K

View Full List

About HEICO CORP

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

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Congress Wealth Management LLC Heico Corp Transaction History