Summit Trail Advisors’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Buy	+3,122	New	+$1.02M	0.02%	469
2018 Q1	–	Sell	-2,930	Closed	-$122K	–	949
2017 Q4	$122K	Buy	+2,930	New	+$122K	0.02%	571