Wendell David Associates Inc Heico Corp Transaction History

Wendell David Associates Inc

  • $1.05 Billion
  • Q3 2024

A detailed history of Wendell David Associates Inc transactions in Heico Corp stock. As of the latest transaction made, Wendell David Associates Inc holds 2,182 shares of HEI stock, worth $590,034. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,182
Previous 2,190 0.37%
Holding current value
$590,034
Previous $490,000 16.53%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$220.59 - $267.96 $1,764 - $2,143
-8 Reduced 0.37%
2,182 $571,000
Q2 2024

Jul 22, 2024
BUY
$187.69 - $228.95 $14,076 - $17,171
75 Added 3.55%
2,190 $490,000
Q4 2023

Jan 22, 2024
BUY
$156.87 - $186.0 $784 - $930
5 Added 0.24%
2,115 $378,000
Q3 2023

Oct 20, 2023
BUY
$157.41 - $180.29 $19,676 - $22,536
125 Added 6.3%
2,110 $342,000
Q2 2022

Jul 14, 2022
BUY
$127.59 - $157.21 $31,259 - $38,516
245 Added 14.08%
1,985 $260,000
Q1 2022

Apr 22, 2022
SELL
$135.21 - $155.09 $51,515 - $59,089
-381 Reduced 17.96%
1,740 $267,000
Q4 2021

Jan 24, 2022
BUY
$133.37 - $149.8 $16,004 - $17,976
120 Added 6.0%
2,121 $306,000
Q3 2021

Oct 19, 2021
SELL
$123.07 - $142.2 $121,223 - $140,067
-985 Reduced 32.99%
2,001 $264,000
Q2 2021

Jul 19, 2021
BUY
$127.98 - $148.24 $147,816 - $171,217
1,155 Added 63.08%
2,986 $416,000
Q1 2021

Apr 20, 2021
BUY
$116.13 - $138.78 $11,380 - $13,600
98 Added 5.65%
1,831 $230,000
Q4 2020

Jan 22, 2021
BUY
$104.18 - $135.47 $180,543 - $234,769
1,733 New
1,733 $229,000

Others Institutions Holding HEI

# of Institutions
627
Shares Held
38.1M
Call Options Held
211K
Put Options Held
140K
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 $14.7B
More about HEI
Track This Portfolio

Track Wendell David Associates Inc Portfolio

Follow Wendell David Associates Inc 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 Wendell David Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wendell David Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email