HEES
Envestnet Asset Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,426
| Closed | -$462K | – | 4399 |
|
|
2024
Q4 | $462K | Buy |
9,426
+2,587
| +38% | +$127K | ﹤0.01% | 3626 |
|
|
2024
Q3 | $333K | Sell |
6,839
-6,579
| -49% | -$320K | ﹤0.01% | 3765 |
|
|
2024
Q2 | $593K | Buy |
13,418
+4,869
| +57% | +$215K | ﹤0.01% | 3358 |
|
|
2024
Q1 | $549K | Sell |
8,549
-23
| -0.3% | -$1.48K | ﹤0.01% | 3374 |
|
|
2023
Q4 | $449K | Sell |
8,572
-6,684
| -44% | -$350K | ﹤0.01% | 3387 |
|
|
2023
Q3 | $659K | Buy |
15,256
+1,808
| +13% | +$78.1K | ﹤0.01% | 3093 |
|
|
2023
Q2 | $615K | Sell |
13,448
-881
| -6% | -$40.3K | ﹤0.01% | 3096 |
|
|
2023
Q1 | $634K | Buy |
14,329
+801
| +6% | +$35.4K | ﹤0.01% | 2991 |
|
|
2022
Q4 | $614K | Sell |
13,528
-151
| -1% | -$6.86K | ﹤0.01% | 2970 |
|
|
2022
Q3 | $388K | Buy |
13,679
+211
| +2% | +$5.99K | ﹤0.01% | 3190 |
|
|
2022
Q2 | $390K | Sell |
13,468
-12,139
| -47% | -$352K | ﹤0.01% | 3198 |
|
|
2022
Q1 | $1.11M | Buy |
25,607
+2,052
| +9% | +$89.3K | ﹤0.01% | 2586 |
|
|
2021
Q4 | $1.04M | Buy |
23,555
+4,615
| +24% | +$204K | ﹤0.01% | 2608 |
|
|
2021
Q3 | $657K | Buy |
18,940
+2,060
| +12% | +$71.5K | ﹤0.01% | 2800 |
|
|
2021
Q2 | $562K | Buy |
16,880
+7,102
| +73% | +$236K | ﹤0.01% | 2900 |
|
|
2021
Q1 | $372K | Buy |
9,778
+127
| +1% | +$4.83K | ﹤0.01% | 3018 |
|
|
2020
Q4 | $288K | Buy |
+9,651
| New | +$288K | ﹤0.01% | 2944 |
|
|
2020
Q2 | – | Sell |
-10,060
| Closed | -$148K | – | 3124 |
|
|
2020
Q1 | $148K | Sell |
10,060
-1,136
| -10% | -$16.7K | ﹤0.01% | 2784 |
|
|
2019
Q4 | $374K | Buy |
+11,196
| New | +$374K | ﹤0.01% | 2633 |
|
|
2019
Q3 | – | Sell |
-7,331
| Closed | -$213K | – | 3118 |
|
|
2019
Q2 | $213K | Buy |
+7,331
| New | +$213K | ﹤0.01% | 2855 |
|
|
2018
Q3 | – | Sell |
-63
| Closed | -$2K | – | 1826 |
|
|
2018
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2734 |
|
|
2018
Q1 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 2700 |
|
|
2017
Q1 | – | Sell |
-6,210
| Closed | -$145K | – | 3132 |
|
|
2016
Q4 | $145K | Buy |
+6,210
| New | +$145K | ﹤0.01% | 2031 |
|
|
2015
Q1 | – | Sell |
-168
| Closed | -$5K | – | 2203 |
|
|
2014
Q4 | $5K | Sell |
168
-28
| -14% | -$833 | ﹤0.01% | 2135 |
|
|
2014
Q3 | $8K | Buy |
196
+1
| +0.5% | +$41 | ﹤0.01% | 2193 |
|
|
2014
Q2 | $7K | Buy |
195
+128
| +191% | +$4.6K | ﹤0.01% | 2171 |
|
|
2014
Q1 | $3K | Sell |
67
-15
| -18% | -$672 | ﹤0.01% | 2210 |
|
|
2013
Q4 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 2238 |
|