Crestwood Advisors Group’s H&E Equipment Services HEES Stock Holding History

Crestwood Advisors Group’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	$670K	Buy
2024 Q4	$343K	Hold
2024 Q3	$341K	Hold
2024 Q2	$309K	Hold
2024 Q1	$449K	Hold
2023 Q4	$366K	Buy