Fisher Asset Management’s H&E Equipment Services HEES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$8.26M	0.01%	359
2024 Q3	$9.58M	Buy	196,895 +25,413	+15%	+$1.19M	﹤0.01%	423
2024 Q2	$7.57M	Sell	171,482 -8,052	-4%	-$413K	﹤0.01%	446
2024 Q1	$11.5M	Buy	179,534 +17,086	+11%	+$937K	0.01%	401
2023 Q4	$8.5M	Sell	162,448 -677	-0.4%	-$30.6K	﹤0.01%	434
2023 Q3	$7.05M	Buy	163,125 +11,746	+8%	+$535K	﹤0.01%	477
2023 Q2	$6.93M	Sell	151,379 -11,640	-7%	-$465K	﹤0.01%	501
2023 Q1	$7.21M	Sell	163,019 -430	-0.3%	-$21K	﹤0.01%	496
2022 Q4	$7.42M	Buy	163,449 +113,675	+228%	+$4.4M	0.01%	492
2022 Q3	$1.41M	Buy	+49,774	New	+$1.57M	﹤0.01%	627