Marcum Wealth, LLC Heico Corp Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Heico Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,613 shares of HEI stock, worth $1.81 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,613
Previous 7,652 0.51%
Holding current value
$1.81 Million
Previous $2 Million 9.55%
% of portfolio
0.16%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$237.06 - $279.02 $9,245 - $10,881
-39 Reduced 0.51%
7,613 $1.81 Million
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

# of Institutions
638
Shares Held
38.2M
Call Options Held
211K
Put Options Held
142K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $13B
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.

Choose your preferred platform and Sign Up 👇 Telegram Email