Congress Wealth Management LLC Heico Corp Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Heico Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,069 shares of HEI stock, worth $976,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,069
Previous 4,197 3.05%
Holding current value
$976,763
Previous $938,000 13.33%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$220.59 - $267.96 $28,235 - $34,298
-128 Reduced 3.05%
4,069 $1.06 Million
Q2 2024

Aug 13, 2024
BUY
$187.69 - $228.95 $14,639 - $17,858
78 Added 1.89%
4,197 $938,000
Q1 2024

Apr 18, 2024
BUY
$170.61 - $199.38 $5,118 - $5,981
30 Added 0.73%
4,119 $786,000
Q4 2023

Feb 09, 2024
BUY
$156.87 - $186.0 $1,098 - $1,302
7 Added 0.17%
4,089 $731,000
Q3 2023

Oct 30, 2023
SELL
$157.41 - $180.29 $31,796 - $36,418
-202 Reduced 4.72%
4,082 $660,000
Q2 2023

Jul 13, 2023
SELL
$154.58 - $178.94 $2,782 - $3,220
-18 Reduced 0.42%
4,284 $758,000
Q1 2023

Apr 14, 2023
SELL
$151.52 - $177.31 $57,426 - $67,200
-379 Reduced 8.1%
4,302 $735,000
Q3 2022

Nov 08, 2022
BUY
$130.94 - $165.56 $38,103 - $48,177
291 Added 6.63%
4,681 $673,000
Q2 2022

Aug 11, 2022
SELL
$127.59 - $157.21 $17,862 - $22,009
-140 Reduced 3.09%
4,390 $576,000
Q1 2022

May 16, 2022
SELL
$135.21 - $155.09 $11,898 - $13,647
-88 Reduced 1.91%
4,530 $696,000
Q4 2021

Feb 04, 2022
BUY
$133.37 - $149.8 $615,902 - $691,776
4,618 New
4,618 $666,000

Others Institutions Holding HEI

# of Institutions
629
Shares Held
38.3M
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 $13.1B
More about HEI
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