Portside Wealth Group, LLC Heico Crp Cl A Transaction History

Portside Wealth Group, LLC

$744 Billion
Q4 2025

A detailed history of Portside Wealth Group, LLC transactions in Heico Crp Cl A stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,225 shares of HEIA stock, worth $0. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,225

Previous 3,316 32.9%

Holding current value

Previous $843 Million 33.34%

% of portfolio

0.08%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	N/A	-1,091 Reduced 32.9%	2,225 $562 Million
Q3 2025 Nov 05, 2025	SELL	N/A	-590 Reduced 15.1%	3,316 $843 Million
Q2 2025 Aug 11, 2025	SELL	N/A	-32 Reduced 0.81%	3,906 $1.01 Billion
Q1 2025 Apr 14, 2025	BUY	N/A	281 Added 7.68%	3,938 $831 Million
Q1 2025 Apr 10, 2025	BUY	N/A	290 Added 8.61%	3,657 $680 Million

Q4 2024 Jan 15, 2025	SELL	N/A	-24 Reduced 0.71%	3,367 $686 Million
Q3 2024 Oct 31, 2024	BUY	N/A	338 Added 11.07%	3,391 $691 Million
Q2 2024 Jul 18, 2024	SELL	N/A	-96 Reduced 3.05%	3,053 $542 Million
Q1 2024 Apr 17, 2024	BUY	N/A	532 Added 20.33%	3,149 $485 Million
Q4 2023 Jan 16, 2024	BUY	N/A	193 Added 7.96%	2,617 $373 Million
Q3 2023 Oct 27, 2023	BUY	N/A	262 Added 12.12%	2,424 $315 Million
Q2 2023 Sep 01, 2023	SELL	N/A	-80,678 Reduced 97.39%	2,162 $304 Million
Q2 2023 Aug 01, 2023	BUY	N/A	82,840 New	82,840 $0

Others Institutions Holding HEIA

# of Institutions

633

Shares Held

64.6M

Call Options Held

5.2K

Put Options Held

2.9K

View Full List

About HEICO CRP CL-A

Ticker HEIA

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Portside Wealth Group, LLC Heico Crp Cl A Transaction History