Venturi Wealth Management, LLC Heico Crp Cl A Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q1 2025

A detailed history of Venturi Wealth Management, LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 89,672 shares of HEIA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

89,672

Previous 89,673 0.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	N/A	-1 Reduced -0.0%	89,672 $0
Q4 2024 Jan 31, 2025	SELL	N/A	-26 Reduced 0.03%	89,673 $0
Q3 2024 Nov 04, 2024	BUY	N/A	26 Added 0.03%	89,699 $0
Q1 2024 Apr 23, 2024	BUY	N/A	55 Added 0.06%	89,673 $0
Q2 2023 Jul 24, 2023	SELL	N/A	-19 Reduced 0.02%	89,618 $0
Q4 2022 Jan 31, 2023	BUY	N/A	21,770 Added 32.08%	89,637 $0
Q3 2022 Nov 14, 2022	BUY	N/A	67,867 New	67,867 $7.78 Million
Q2 2020 Aug 05, 2020	SELL	N/A	-89,668 Closed	0 $0
Q1 2020 May 15, 2020	BUY	N/A	89,668 New	89,668 $5.73 Million
Q1 2020 May 15, 2020	SELL	N/A	-82,528 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	N/A	50 Added 0.06%	82,528 $4.56 Million
Q2 2018 Aug 14, 2018	BUY	N/A	16,495 Added 25.0%	82,478 $5.44 Million
Q1 2018 May 09, 2018	BUY	N/A	13,196 Added 25.0%	65,983 $4.68 Million
Q3 2017 Nov 14, 2017	BUY	N/A	52,787	52,787 $4.06 Million

Others Institutions Holding HEIA

# of Institutions

551

Shares Held

69.2M

Call Options Held

26.1K

Put Options Held

4.3K

View Full List

About HEICO CRP CL-A

Ticker HEIA

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Venturi Wealth Management, LLC Heico Crp Cl A Transaction History