BZWA
HEES

Blue Zone Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

Blue Zone Wealth Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-53,004
Closed -$5.02M – 111
2025
Q1 		$5.02M Buy
53,004
+7,252
+16% +$687K 1.4% 34
2024
Q4 		$2.24M Buy
+45,752
New +$2.24M 0.65% 57