Ever Source Wealth Advisors, LLC Heico Corp Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

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 55 shares of HEI stock, worth $13,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 50 10.0%

Holding current value

$13,202

Previous $11,000 27.27%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

629

Shares Held

38.3M

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 $13.1B

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Ever Source Wealth Advisors, LLC Heico Corp Transaction History