Ever Source Wealth Advisors, LLC Heico Corp Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 590 shares of HEI stock, worth $182,026. This represents 0.01% of its overall portfolio holdings.

Number of Shares
590
Previous 328 79.88%
Holding current value
$182,026
Previous $87,000 121.84%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$236.44 - $328.0 $61,947 - $85,936
262 Added 79.88%
590 $193,000
Q1 2025

May 13, 2025
SELL
$219.6 - $270.85 $155,696 - $192,032
-709 Reduced 68.37%
328 $87,000
Q4 2024

Feb 07, 2025
BUY
$237.06 - $279.02 $232,792 - $273,997
982 Added 1785.45%
1,037 $246,000
Q3 2024

Nov 08, 2024
BUY
$220.59 - $267.96 $1,102 - $1,339
5 Added 10.0%
55 $14,000
Q2 2024

Aug 13, 2024
BUY
$187.69 - $228.95 $563 - $686
3 Added 6.38%
50 $11,000
Q1 2024

Jun 11, 2024
BUY
$170.61 - $199.38 $1,535 - $1,794
9 Added 23.68%
47 $8,000
Q4 2023

Feb 09, 2024
BUY
$156.87 - $186.0 $3,137 - $3,720
20 Added 111.11%
38 $6,000
Q3 2023

Nov 03, 2023
BUY
$157.41 - $180.29 $472 - $540
3 Added 20.0%
18 $2,000
Q2 2023

Aug 04, 2023
SELL
$154.58 - $178.94 $30,916 - $35,788
-200 Reduced 93.02%
15 $2,000
Q4 2022

Feb 09, 2023
BUY
$139.73 - $164.7 $27,945 - $32,940
200 Added 1333.33%
215 $33,000
Q4 2021

Feb 07, 2022
BUY
$133.37 - $149.8 $2,000 - $2,247
15 New
15 $2,000

Others Institutions Holding HEI

# of Institutions
771
Shares Held
41.5M
Call Options Held
200K
Put Options Held
469K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $16.8B
More about HEI
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email