Iht Wealth Management, LLC Heico Corp Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Heico Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,600 shares of HEI stock, worth $1.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,600

Previous 5,237 6.93%

Holding current value

$1.75 Million

Previous $1.25 Million 20.16%

% of portfolio

0.05%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$219.6 - $270.85 $79,714 - $98,318	363 Added 6.93%	5,600 $1.5 Million
Q4 2024 Feb 14, 2025	SELL	$237.06 - $279.02 $535,755 - $630,585	-2,260 Reduced 30.15%	5,237 $1.25 Million
Q3 2024 Nov 14, 2024	BUY	$220.59 - $267.96 $558,975 - $679,010	2,534 Added 51.06%	7,497 $1.96 Million
Q2 2024 Aug 14, 2024	SELL	$187.69 - $228.95 $87,651 - $106,919	-467 Reduced 8.6%	4,963 $1.11 Million
Q1 2024 May 15, 2024	SELL	$170.61 - $199.38 $77,286 - $90,319	-453 Reduced 7.7%	5,430 $1.04 Million
Q4 2023 Feb 14, 2024	SELL	$156.87 - $186.0 $313 - $372	-2 Reduced 0.03%	5,883 $1.05 Million
Q3 2023 Nov 14, 2023	SELL	$157.41 - $180.29 $21,879 - $25,060	-139 Reduced 2.31%	5,885 $952,000
Q2 2023 Aug 14, 2023	BUY	$154.58 - $178.94 $24,887 - $28,809	161 Added 2.75%	6,024 $1.07 Million
Q1 2023 May 15, 2023	BUY	$151.52 - $177.31 $2,424 - $2,836	16 Added 0.27%	5,863 $1 Million
Q4 2022 Feb 14, 2023	SELL	$139.73 - $164.7 $88,309 - $104,090	-632 Reduced 9.75%	5,847 $898,000
Q3 2022 Nov 22, 2022	BUY	$130.94 - $165.56 $344,634 - $435,753	2,632 Added 68.42%	6,479 $933,000
Q2 2022 Aug 15, 2022	SELL	$127.59 - $157.21 $51,546 - $63,512	-404 Reduced 9.5%	3,847 $504,000
Q1 2022 May 16, 2022	BUY	$135.21 - $155.09 $54,084 - $62,036	400 Added 10.39%	4,251 $653,000
Q4 2021 Feb 14, 2022	SELL	$133.37 - $149.8 $38,143 - $42,842	-286 Reduced 6.91%	3,851 $555,000
Q3 2021 Nov 15, 2021	SELL	$123.07 - $142.2 $18,460 - $21,330	-150 Reduced 3.5%	4,137 $546,000
Q2 2021 Aug 16, 2021	BUY	$127.98 - $148.24 $7,550 - $8,746	59 Added 1.4%	4,287 $598,000
Q1 2021 May 18, 2021	BUY	$116.13 - $138.78 $99,871 - $119,350	860 Added 25.53%	4,228 $532,000
Q4 2020 Feb 17, 2021	BUY	$104.18 - $135.47 $20,731 - $26,958	199 Added 6.28%	3,368 $446,000
Q3 2020 Nov 19, 2020	SELL	$93.63 - $114.51 $22,752 - $27,825	-243 Reduced 7.12%	3,169 $332,000
Q2 2020 Aug 14, 2020	BUY	$68.08 - $116.72 $232,288 - $398,248	3,412 New	3,412 $340,000
Q1 2020 May 13, 2020	SELL	$61.66 - $129.76 $142,742 - $300,394	-2,315 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$114.15 - $132.76 $18,378 - $21,374	161 Added 7.47%	2,315 $264,000
Q3 2019 Nov 15, 2019	BUY	$123.77 - $145.95 $2,599 - $3,064	21 Added 0.98%	2,154 $269,000
Q2 2019 Aug 12, 2019	SELL	$97.75 - $133.81 $14,076 - $19,268	-144 Reduced 6.32%	2,133 $285,000
Q1 2019 May 16, 2019	BUY	$72.97 - $94.87 $166,152 - $216,018	2,277 New	2,277 $216,000

Others Institutions Holding HEI

# of Institutions

754

Shares Held

41.6M

Call Options Held

257K

Put Options Held

233K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.1B

More about HEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Heico Corp Transaction History