Ifp Advisors, Inc Heico Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Heico Corp stock. As of the latest transaction made, Ifp Advisors, Inc holds 581 shares of HEI stock, worth $131,056. This represents 0.01% of its overall portfolio holdings.

Number of Shares

581

Previous 344 68.9%

Holding current value

$131,056

Previous $65,000 98.46%

% of portfolio

0.01%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$187.69 - $228.95 $44,482 - $54,261	237 Added 68.9%	581 $129,000
Q1 2024 Jul 30, 2024	BUY	$170.61 - $199.38 $49,306 - $57,620	289 Added 525.45%	344 $65,000
Q4 2023 Jan 09, 2024	BUY	$156.87 - $186.0 $156 - $186	1 Added 1.85%	55 $9,000
Q1 2023 Apr 18, 2023	SELL	$151.52 - $177.31 $397,285 - $464,906	-2,622 Reduced 97.98%	54 $9,000
Q4 2022 Feb 07, 2023	SELL	$139.73 - $164.7 $35,072 - $41,339	-251 Reduced 8.58%	2,676 $254,000
Q3 2022 Nov 08, 2022	BUY	$130.94 - $165.56 $17,938 - $22,681	137 Added 4.91%	2,927 $274,000
Q2 2022 Sep 06, 2022	BUY	$127.59 - $157.21 $355,976 - $438,615	2,790 New	2,790 $262,000
Q2 2022 Aug 12, 2022	SELL	$127.59 - $157.21 $355,976 - $438,615	-2,790 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$135.21 - $155.09 $312,875 - $358,878	2,314 Added 486.13%	2,790 $0
Q4 2021 Jan 12, 2022	SELL	$133.37 - $149.8 $933 - $1,048	-7 Reduced 1.45%	476 $69,000
Q3 2021 Oct 06, 2021	BUY	$123.07 - $142.2 $9,599 - $11,091	78 Added 19.26%	483 $63,000
Q2 2021 Jul 13, 2021	BUY	$127.98 - $148.24 $8,062 - $9,339	63 Added 18.42%	405 $57,000
Q1 2021 Apr 30, 2021	BUY	$116.13 - $138.78 $13,006 - $15,543	112 Added 48.7%	342 $44,000
Q4 2020 Jan 25, 2021	BUY	$104.18 - $135.47 $15,939 - $20,726	153 Added 198.7%	230 $30,000
Q3 2020 Oct 29, 2020	SELL	$93.63 - $114.51 $1,498 - $1,832	-16 Reduced 17.2%	77 $8,000
Q2 2020 Aug 05, 2020	SELL	$68.08 - $116.72 $30,295 - $51,940	-445 Reduced 82.71%	93 $10,000
Q1 2020 May 12, 2020	BUY	$61.66 - $129.76 $18,682 - $39,317	303 Added 128.94%	538 $44,000
Q4 2019 Jan 17, 2020	SELL	$114.15 - $132.76 $3,766 - $4,381	-33 Reduced 12.31%	235 $28,000
Q3 2019 Nov 07, 2019	BUY	$123.77 - $145.95 $33,170 - $39,114	268 New	268 $34,000
Q1 2019 May 15, 2019	SELL	$72.97 - $94.87 $23,277 - $30,263	-319 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$71.65 - $92.35 $210,436 - $271,231	-2,937 Reduced 90.2%	319 $0
Q3 2018 Oct 25, 2018	BUY	$72.38 - $93.61 $15,344 - $19,845	212 Added 6.96%	3,256 $0
Q2 2018 Aug 07, 2018	BUY	$68.74 - $76.66 $100,497 - $112,076	1,462 Added 92.41%	3,044 $0
Q1 2018 Jun 03, 2019	SELL	$59.7 - $72.45 $51,342 - $62,307	-860 Reduced 35.22%	1,582 $149,000
Q1 2018 May 09, 2018	BUY	$59.7 - $72.45 $51,342 - $62,307	860 Added 54.36%	2,442 $0
Q4 2017 Jan 24, 2018	BUY	$55.75 - $62.21 $19,568 - $21,835	351 Added 28.51%	1,582 $0
Q3 2017 Oct 30, 2017	BUY	$57.32 - $58.21 $20,749 - $21,072	362 Added 41.66%	1,231 $111,000
Q2 2017 Jun 03, 2019	BUY	N/A	235 Added 37.07%	869 $62,000
Q1 2017 Jun 03, 2019	SELL	N/A	-18 Reduced 2.76%	634 $55,000
Q4 2016 Jun 03, 2019	BUY	N/A	476 Added 270.45%	652 $50,000
Q2 2016 Jun 03, 2019	BUY	N/A	176	176 $12,000

Others Institutions Holding HEI

# of Institutions

630

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 $12.3B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account