Carson Wealth (CWM LLC)’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $99K | Buy |
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|
2024
Q4 | $49K | Buy |
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|
2024
Q3 | $47K | Buy |
|
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|
2024
Q2 | $41K | Buy |
|
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|
2024
Q1 | $42K | Hold |
|
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|
2023
Q4 | $34K | Sell |
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|
2023
Q3 | $31K | Hold |
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|
2023
Q2 | $33K | Sell |
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|
2023
Q1 | $32K | Hold |
|
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|
2022
Q4 | $33K | Buy |
|
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|
2022
Q3 | $20K | Sell |
|
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $30K | Sell |
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|
2021
Q4 | $31K | Buy |
|