A detailed history of High Mark Wealth Management LLC transactions in Heico Corp stock. As of the latest transaction made, High Mark Wealth Management LLC holds 904 shares of HEI stock, worth $212,467. This represents 0.13% of its overall portfolio holdings.

Number of Shares
904
Previous 904 -0.0%
Holding current value
$212,467
Previous $202,000 16.83%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 26, 2023

SELL
$154.58 - $178.94 $28,133 - $32,567
-182 Reduced 16.76%
904 $159,000
Q1 2023

Apr 20, 2023

BUY
$151.52 - $177.31 $164,550 - $192,558
1,086 New
1,086 $185,000

Others Institutions Holding HEI

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $12.8B
More about HEI
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management 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 High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.