A detailed history of Icon Wealth Partners, LLC transactions in Heico Corp stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 5,980 shares of HEI stock, worth $1.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,980
Previous 6,130 2.45%
Holding current value
$1.43 Million
Previous $1.08 Million 10.7%
% of portfolio
0.11%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$157.41 - $180.29 $23,611 - $27,043
-150 Reduced 2.45%
5,980 $968,000
Q2 2023

Aug 03, 2023

SELL
$154.58 - $178.94 $162,927 - $188,602
-1,054 Reduced 14.67%
6,130 $1.08 Million
Q1 2023

May 11, 2023

SELL
$151.52 - $177.31 $156,520 - $183,161
-1,033 Reduced 12.57%
7,184 $1.23 Million
Q2 2022

Jul 19, 2022

SELL
$127.59 - $157.21 $272,404 - $335,643
-2,135 Reduced 20.62%
8,217 $1.08 Million
Q1 2022

Apr 19, 2022

SELL
$135.21 - $155.09 $123,311 - $141,442
-912 Reduced 8.1%
10,352 $1.59 Million
Q4 2021

Jan 19, 2022

SELL
$133.37 - $149.8 $933 - $1,048
-7 Reduced 0.06%
11,264 $1.62 Million
Q3 2021

Nov 15, 2021

BUY
$123.07 - $142.2 $68,303 - $78,921
555 Added 5.18%
11,271 $1.49 Million
Q2 2021

Jul 30, 2021

BUY
$127.98 - $148.24 $169,189 - $195,973
1,322 Added 14.07%
10,716 $1.49 Million
Q1 2021

Apr 26, 2021

BUY
$116.13 - $138.78 $232,956 - $278,392
2,006 Added 27.15%
9,394 $1.18 Million
Q4 2020

Feb 08, 2021

BUY
$104.18 - $135.47 $161,583 - $210,113
1,551 Added 26.57%
7,388 $978,000
Q3 2020

Oct 22, 2020

BUY
$93.63 - $114.51 $546,518 - $668,394
5,837 New
5,837 $0
Q2 2019

Aug 13, 2019

SELL
$97.75 - $133.81 $98,923 - $135,415
-1,012 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$72.97 - $94.87 $73,845 - $96,008
1,012 New
1,012 $96,000
Q4 2018

Feb 14, 2019

SELL
$71.65 - $92.35 $77,811 - $100,292
-1,086 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$68.74 - $76.66 $74,651 - $83,252
1,086 New
1,086 $79,000
Q1 2018

May 15, 2018

SELL
$59.7 - $72.45 $41,670 - $50,570
-698 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
$55.75 - $62.21 $38,913 - $43,422
698
698 $66,000

Others Institutions Holding HEI

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $13B
More about HEI
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