HEICO Corporation shares owned by Forum Financial Management
Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in HEICO Corporation
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Quarterly reported holdings in HEICO Corporation by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $845k | 3.6k | 237.74 |
| 2024-09-30 | $1.1M | 4.0k | 261.48 |
| 2024-06-30 | $902k | 4.0k | 223.61 |
| 2024-03-31 | $770k | 4.0k | 191.00 |
| 2023-12-31 | $721k | 4.0k | 178.87 |
| 2023-09-30 | $653k | 4.0k | 161.93 |
| 2023-06-30 | $714k | 4.0k | 176.94 |
| 2023-03-31 | $690k | 4.0k | 171.04 |
| 2022-12-31 | $620k | 4.0k | 153.64 |
| 2022-09-30 | $581k | 4.0k | 144.06 |
| 2022-06-30 | $529k | 4.0k | 131.17 |
| 2022-03-31 | $613k | 4.0k | 153.40 |
| 2021-12-31 | $572k | 4.0k | 144.34 |
More positions owned by Forum Financial Management
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