Summit Trail Advisors’s Henry Schein HSIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.97M Buy
2025
Q2
$900K Buy
2024
Q4
Sell
2024
Q3
$595K Sell
2024
Q2
$658K Buy
2024
Q1
$647K Buy
2023
Q4
$619K Buy
2023
Q3
$525K Buy
2023
Q2
$572K Buy
2023
Q1
$574K Buy
2022
Q4
$505K Buy
2022
Q3
$407K Buy
2022
Q2
$340K Sell
2022
Q1
$387K Buy
2018
Q1
Sell
2017
Q4
$6K Buy