Carson Wealth (CWM LLC)
HEES

Carson Wealth (CWM LLC)’s H&E Equipment Services HEES Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,047
Closed -$99K – 5189
2025
Q1 		$99K Buy
1,047
+55
+6% +$4.79K ﹤0.01% 2433
2024
Q4 		$49K Buy
992
+28
+3% +$1.52K ﹤0.01% 2815
2024
Q3 		$47K Buy
964
+32
+3% +$1.5K ﹤0.01% 2738
2024
Q2 		$41K Buy
932
+278
+43% +$14.3K ﹤0.01% 2607
2024
Q1 		$42K Hold
654
– – ﹤0.01% 2414
2023
Q4 		$34K Sell
654
-66
-9% -$2.98K ﹤0.01% 2414
2023
Q3 		$31K Hold
720
– – ﹤0.01% 2383
2023
Q2 		$33K Sell
720
-14
-2% -$559 ﹤0.01% 2291
2023
Q1 		$32K Hold
734
– – ﹤0.01% 2186
2022
Q4 		$33K Buy
734
+15
+2% +$581 ﹤0.01% 2020
2022
Q3 		$20K Sell
719
-6
-0.8% -$189 ﹤0.01% 2219
2022
Q2 		$21K Buy
725
+28
+4% +$983 ﹤0.01% 2076
2022
Q1 		$30K Sell
697
-5
-0.7% -$210 ﹤0.01% 1840
2021
Q4 		$31K Buy
+702
New +$30.6K ﹤0.01% 1768

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEES Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 1,047 shares — an estimated $99K sold.

Carson Wealth (CWM LLC) first reported a position in HEES in Q4 2021 and held it in 14 quarters. The position peaked at $99K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,047 H&E Equipment Services shares in Q2 2025, an estimated $99K.
  • Carson Wealth (CWM LLC) first reported a position in H&E Equipment Services in Q4 2021 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s H&E Equipment Services position peaked at $99K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.