A detailed history of Connecticut Wealth Management, LLC transactions in Heico Corp stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 2,078 shares of HEI stock, worth $544,893. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,078
Previous 2,075 0.14%
Holding current value
$544,893
Previous $396,000 17.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024

BUY
$187.69 - $228.95 $563 - $686
3 Added 0.14%
2,078 $464,000
Q1 2024

May 01, 2024

SELL
$170.61 - $199.38 $3,924 - $4,585
-23 Reduced 1.1%
2,075 $396,000
Q4 2023

Feb 06, 2024

BUY
$156.87 - $186.0 $5,019 - $5,952
32 Added 1.55%
2,098 $375,000
Q3 2022

Nov 02, 2022

BUY
$130.94 - $165.56 $270,522 - $342,046
2,066 New
2,066 $297,000
Q2 2022

Jul 12, 2022

SELL
$127.59 - $157.21 $183,219 - $225,753
-1,436 Closed
0 $0
Q1 2022

Apr 18, 2022

SELL
$135.21 - $155.09 $135 - $155
-1 Reduced 0.07%
1,436 $220,000
Q4 2021

Jan 24, 2022

BUY
$133.37 - $149.8 $191,652 - $215,262
1,437 New
1,437 $207,000
Q3 2021

Nov 02, 2021

SELL
$123.07 - $142.2 $176,851 - $204,341
-1,437 Closed
0 $0
Q2 2021

Jul 29, 2021

SELL
$127.98 - $148.24 $39,417 - $45,657
-308 Reduced 17.65%
1,437 $200,000
Q1 2021

May 12, 2021

BUY
$116.13 - $138.78 $202,646 - $242,171
1,745 New
1,745 $220,000
Q1 2021

Apr 29, 2021

SELL
$116.13 - $138.78 $204,969 - $244,946
-1,765 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$104.18 - $135.47 $183,877 - $239,104
1,765 New
1,765 $234,000

Others Institutions Holding HEI

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $14.3B
More about HEI
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