A detailed history of Marcum Wealth, LLC transactions in Heico Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,652 shares of HEI stock, worth $1.94 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,652
Previous 7,652 -0.0%
Holding current value
$1.94 Million
Previous $1.71 Million 16.89%
% of portfolio
0.19%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 08, 2021

SELL
$123.07 - $142.2 $98,456 - $113,759
-800 Reduced 9.47%
7,652 $1.01 Million
Q1 2021

May 11, 2021

BUY
$116.13 - $138.78 $262,105 - $313,226
2,257 Added 36.43%
8,452 $1.06 Million
Q4 2020

Feb 09, 2021

BUY
$104.18 - $135.47 $645,395 - $839,236
6,195 New
6,195 $820,000

Others Institutions Holding HEI

About HEICO CORP


  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $13.8B
More about HEI
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.