Fisher 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 |
-348,656
| Closed | -$17.1M | – | 1033 |
|
|
2024
Q4 | $17.1M | Buy |
348,656
+151,761
| +77% | +$7.43M | 0.01% | 359 |
|
|
2024
Q3 | $9.58M | Buy |
196,895
+25,413
| +15% | +$1.24M | ﹤0.01% | 423 |
|
|
2024
Q2 | $7.57M | Sell |
171,482
-8,052
| -4% | -$356K | ﹤0.01% | 446 |
|
|
2024
Q1 | $11.5M | Buy |
179,534
+17,086
| +11% | +$1.1M | 0.01% | 401 |
|
|
2023
Q4 | $8.5M | Sell |
162,448
-677
| -0.4% | -$35.4K | ﹤0.01% | 434 |
|
|
2023
Q3 | $7.05M | Buy |
163,125
+11,746
| +8% | +$507K | ﹤0.01% | 477 |
|
|
2023
Q2 | $6.93M | Sell |
151,379
-11,640
| -7% | -$533K | ﹤0.01% | 501 |
|
|
2023
Q1 | $7.21M | Sell |
163,019
-430
| -0.3% | -$19K | ﹤0.01% | 496 |
|
|
2022
Q4 | $7.42M | Buy |
163,449
+113,675
| +228% | +$5.16M | 0.01% | 492 |
|
|
2022
Q3 | $1.41M | Buy |
+49,774
| New | +$1.41M | ﹤0.01% | 627 |
|