CIBC Private Wealth Group’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 Q1	–	Sell	-4,172	Closed	-$190K	–	3177
2024 Q4	$190K	Buy	4,172 +1,166	+39%	+$63.5K	﹤0.01%	1176
2024 Q3	$146K	Sell	3,006 -227	-7%	-$10.7K	﹤0.01%	1332
2024 Q2	$140K	Sell	3,233 -621	-16%	-$31.8K	﹤0.01%	1255
2024 Q1	$243K	Buy	+3,854	New	+$211K	﹤0.01%	1046
2018 Q4	–	Sell	-52,357	Closed	-$1.98M	–	898
2018 Q3	$1.98M	Sell	52,357 -1,314	-2%	-$47.6K	0.01%	503
2018 Q2	$2.02M	Buy	+53,671	New	+$2M	0.01%	491
2015 Q3	–	Sell	-15,935	Closed	-$318K	–	602
2015 Q2	$318K	Sell	15,935 -2,900	-15%	-$69.4K	﹤0.01%	585
2015 Q1	$470K	Hold	18,835	–	–	﹤0.01%	556
2014 Q4	$529K	Buy	18,835 +835	+5%	+$28.3K	﹤0.01%	536
2014 Q3	$725K	Sell	18,000 -435	-2%	-$16.9K	0.01%	493
2014 Q2	$670K	Sell	18,435 -18,440	-50%	-$676K	0.01%	493
2014 Q1	$1.47M	Buy	+36,875	New	+$1.22M	0.01%	393