Jfs Wealth Advisors, LLC Heico Corp Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 19 shares of HEI stock, worth $5,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 21 9.52%

Holding current value

$5,861

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$236.44 - $328.0 $472 - $656	-2 Reduced 9.52%	19 $6,000
Q1 2025 Apr 22, 2025	BUY	$219.6 - $270.85 $439 - $541	2 Added 10.53%	21 $5,000
Q3 2024 Oct 25, 2024	BUY	$220.59 - $267.96 $220 - $267	1 Added 5.56%	19 $4,000
Q4 2023 Feb 07, 2024	BUY	$156.87 - $186.0 $156 - $186	1 Added 5.88%	18 $3,000
Q1 2023 Apr 19, 2023	BUY	$151.52 - $177.31 $151 - $177	1 Added 6.25%	17 $2,000
Q2 2022 Aug 02, 2022	BUY	$127.59 - $157.21 $382 - $471	3 Added 23.08%	16 $2,000
Q1 2022 May 02, 2022	BUY	$135.21 - $155.09 $1,081 - $1,240	8 Added 160.0%	13 $2,000
Q4 2021 Feb 03, 2022	BUY	$133.37 - $149.8 $666 - $749	5 New	5 $1,000

Others Institutions Holding HEI

# of Institutions

771

Shares Held

41.5M

Call Options Held

200K

Put Options Held

469K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $16.8B

More about HEI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Heico Corp Transaction History