Heritage Wealth Management, LLC Heico Corp Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$139.73 - $164.7 $411,644 - $485,206	2,946 Added 103.81%	5,784 $888,000
Q3 2022 Nov 14, 2022	SELL	$130.94 - $165.56 $6,154 - $7,781	-47 Reduced 1.63%	2,838 $409,000
Q2 2022 Aug 15, 2022	BUY	$127.59 - $157.21 $10,589 - $13,048	83 Added 2.96%	2,885 $0
Q1 2022 Aug 15, 2022	SELL	$135.21 - $155.09 $1,622 - $1,861	-12 Reduced 0.43%	2,802 $430,000
Q3 2021 Nov 10, 2021	SELL	$123.07 - $142.2 $19,321 - $22,325	-157 Reduced 5.28%	2,814 $371,000
Q2 2021 Aug 11, 2021	SELL	$127.98 - $148.24 $3,327 - $3,854	-26 Reduced 0.87%	2,971 $414,000
Q1 2021 Jul 16, 2021	BUY	$116.13 - $138.78 $348,041 - $415,923	2,997 New	2,997 $372,000

629

38.3M

211K

140K

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