HEES
Corient Private Wealth’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41,629
| Closed | -$3.95M | – | 2576 |
|
|
2025
Q1 | $3.95M | Buy |
41,629
+1,147
| +3% | +$109K | 0.01% | 742 |
|
|
2024
Q4 | $1.98M | Hold |
40,482
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q3 | $1.97M | Hold |
40,482
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q2 | $1.79M | Sell |
40,482
-199
| -0.5% | -$8.79K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $2.61M | Buy |
+40,681
| New | +$2.61M | ﹤0.01% | 913 |
|
|
2023
Q4 | – | Sell |
-48,031
| Closed | -$2.07M | – | 2283 |
|
|
2023
Q3 | $2.07M | Buy |
+48,031
| New | +$2.07M | ﹤0.01% | 897 |
|
|
2023
Q2 | – | Sell |
-48,031
| Closed | -$2.12M | – | 2091 |
|
|
2023
Q1 | $2.12M | Buy |
+48,031
| New | +$2.12M | 0.01% | 821 |
|