TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
HEI holding history
Heico Corp in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HEI overviewAll 13F holders of HEIFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,211
- Value
- $288.0K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,211 | $288.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,211 | $316.7K | <0.1% | +20+1.7% | Added | Holders |
| Q2 2024 | 1,191 | $266.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,191 | $227.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,191 | $213.1K | <0.1% | +1,191 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,191−100.0% | Sold out | Holders |
| Q2 2023 | 1,191 | $210.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,191 | $203.7K | <0.1% | −228−16.1% | Reduced | Holders |
| Q4 2022 | 1,419 | $218.0K | <0.1% | −23−1.6% | Reduced | Holders |
| Q3 2022 | 1,442 | $208.0K | <0.1% | +1,442 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2,744−100.0% | Sold out | Holders |
| Q1 2022 | 2,744 | $421.0K | 0.1% | +2+0.1% | Added | Holders |
| Q4 2021 | 2,742 | $395.0K | 0.1% | +79+3.0% | Added | Holders |
| Q3 2021 | 2,663 | $351.0K | 0.1% | +2,663 | New | Holders |