CAG
HEES
Crestwood Advisors Group’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 |
-7,068
| Closed | -$670K | – | 534 |
|
|
2025
Q1 | $670K | Buy |
7,068
+68
| +1% | +$6.45K | 0.01% | 307 |
|
|
2024
Q4 | $343K | Hold |
7,000
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $341K | Hold |
7,000
| – | – | 0.01% | 349 |
|
|
2024
Q2 | $309K | Hold |
7,000
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $449K | Hold |
7,000
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $366K | Buy |
+7,000
| New | +$366K | 0.01% | 305 |
|