Mark Sheptoff Financial Planning, LLC Heico Corp Transaction History

Mark Sheptoff Financial Planning, LLC

$177 Million
Q1 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Heico Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,139 shares of HEI stock, worth $317,496. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,139

Previous 1,139 -0.0%

Holding current value

$317,496

Previous $270,000 12.59%

% of portfolio

0.17%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$187.69 - $228.95 $29,279 - $35,716	-156 Reduced 12.05%	1,139 $254,000
Q1 2021 May 11, 2021	SELL	$116.13 - $138.78 $135,872 - $162,372	-1,170 Reduced 47.46%	1,295 $163,000
Q4 2020 Feb 11, 2021	SELL	$104.18 - $135.47 $195,337 - $254,006	-1,875 Reduced 43.2%	2,465 $326,000
Q3 2020 Nov 12, 2020	SELL	$93.63 - $114.51 $46,815 - $57,255	-500 Reduced 10.33%	4,340 $454,000
Q2 2018 Aug 09, 2018	BUY	$68.74 - $76.66 $66,402 - $74,053	966 Added 24.94%	4,840 $353,000
Q1 2018 May 08, 2018	BUY	$59.7 - $72.45 $46,207 - $56,076	774 Added 24.97%	3,874 $336,000
Q4 2017 Feb 09, 2018	SELL	$55.75 - $62.21 $11,150 - $12,442	-200 Reduced 6.06%	3,100 $292,000
Q3 2017 Nov 09, 2017	BUY	$57.32 - $58.21 $189,156 - $192,093	3,300	3,300 $296,000

Others Institutions Holding HEI

# of Institutions

701

Shares Held

40.5M

Call Options Held

261K

Put Options Held

251K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $15.2B

More about HEI

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Mark Sheptoff Financial Planning, LLC Heico Corp Transaction History