Crestwood Advisors Group’s HEICO Class A HEI.A Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$570K	Sell	2,202 -2	-0.1%	-$518	0.01%	329
2025 Q1	$465K	Buy	2,204 +127	+6%	+$26.8K	0.01%	347
2024 Q4	$386K	Buy	2,077 +123	+6%	+$22.9K	0.01%	340
2024 Q3	$398K	Buy	1,954 +2	+0.1%	+$407	0.01%	327
2024 Q2	$347K	Buy	+1,952	New	+$347K	0.01%	332