Corient Private Wealth

Corient Private Wealth’s H&E Equipment Services HEES Stock Holding History

Corient Private Wealth’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
2025 Q1	$3.95M	Buy
2024 Q4	$1.98M	Hold
2024 Q3	$1.97M	Hold
2024 Q2	$1.79M	Sell
2024 Q1	$2.61M	Buy
2023 Q4	–	Sell
2023 Q3	$2.07M	Buy
2023 Q2	–	Sell
2023 Q1	$2.12M	Buy