JP Morgan Chase’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
Q2 | – | Sell |
-230,723
| Closed | -$21.9M | – | 7320 |
|
|
2025
Q1 | $21.9M | Buy |
230,723
+156,539
| +211% | +$13.6M | ﹤0.01% | 1864 |
|
|
2024
Q4 | $3.63M | Buy |
74,184
+46,105
| +164% | +$2.51M | ﹤0.01% | 3647 |
|
|
2024
Q3 | $1.37M | Buy |
28,079
+55
| +0.2% | +$2.59K | ﹤0.01% | 4274 |
|
|
2024
Q2 | $1.24M | Sell |
28,024
-66,993
| -71% | -$3.43M | ﹤0.01% | 4135 |
|
|
2024
Q1 | $6.1M | Buy |
95,017
+39,557
| +71% | +$2.17M | ﹤0.01% | 2923 |
|
|
2023
Q4 | $2.9M | Buy |
55,460
+8,791
| +19% | +$397K | ﹤0.01% | 3547 |
|
|
2023
Q3 | $2.02M | Sell |
46,669
-11,209
| -19% | -$511K | ﹤0.01% | 3532 |
|
|
2023
Q2 | $2.65M | Buy |
57,878
+6,242
| +12% | +$249K | ﹤0.01% | 3326 |
|
|
2023
Q1 | $2.28M | Sell |
51,636
-1,438
| -3% | -$70.1K | ﹤0.01% | 3452 |
|
|
2022
Q4 | $2.41M | Buy |
53,074
+11,981
| +29% | +$464K | ﹤0.01% | 3416 |
|
|
2022
Q3 | $1.16M | Sell |
41,093
-41,412
| -50% | -$1.3M | ﹤0.01% | 3886 |
|
|
2022
Q2 | $2.39M | Buy |
82,505
+5,336
| +7% | +$187K | ﹤0.01% | 3397 |
|
|
2022
Q1 | $3.36M | Sell |
77,169
-28,819
| -27% | -$1.21M | ﹤0.01% | 3337 |
|
|
2021
Q4 | $4.69M | Buy |
105,988
+45,622
| +76% | +$1.99M | ﹤0.01% | 3110 |
|
|
2021
Q3 | $2.1M | Sell |
60,366
-40,956
| -40% | -$1.36M | ﹤0.01% | 3757 |
|
|
2021
Q2 | $3.37M | Buy |
101,322
+22,492
| +29% | +$824K | ﹤0.01% | 3378 |
|
|
2021
Q1 | $3M | Sell |
78,830
-56,178
| -42% | -$1.8M | ﹤0.01% | 3398 |
|
|
2020
Q4 | $4.02M | Buy |
135,008
+102,923
| +321% | +$2.65M | ﹤0.01% | 2985 |
|
|
2020
Q3 | $619K | Buy |
32,085
+11,907
| +59% | +$233K | ﹤0.01% | 3882 |
|
|
2020
Q2 | $373K | Buy |
20,178
+2,169
| +12% | +$34.5K | ﹤0.01% | 3973 |
|
|
2020
Q1 | $265K | Sell |
18,009
-1,177,100
| -98% | -$28.5M | ﹤0.01% | 4147 |
|
|
2019
Q4 | $40M | Buy |
1,195,109
+53,896
| +5% | +$1.75M | 0.01% | 1086 |
|
|
2019
Q3 | $32.9M | Sell |
1,141,213
-91,608
| -7% | -$2.48M | 0.01% | 1212 |
|
|
2019
Q2 | $36.1M | Buy |
1,232,821
+100,703
| +9% | +$2.8M | 0.01% | 1163 |
|
|
2019
Q1 | $28.4M | Buy |
1,132,118
+111,052
| +11% | +$2.92M | 0.01% | 1295 |
|
|
2018
Q4 | $20.9M | Buy |
1,021,066
+57,303
| +6% | +$1.4M | ﹤0.01% | 1453 |
|
|
2018
Q3 | $36.4M | Buy |
963,763
+138,743
| +17% | +$5.02M | 0.01% | 1214 |
|
|
2018
Q2 | $31M | Sell |
825,020
-54,663
| -6% | -$2.04M | 0.01% | 1273 |
|
|
2018
Q1 | $33.9M | Buy |
879,683
+39,010
| +5% | +$1.53M | 0.01% | 1172 |
|
|
2017
Q4 | $34.2M | Buy |
840,673
+139,927
| +20% | +$4.79M | 0.01% | 1185 |
|
|
2017
Q3 | $20.9M | Buy |
700,746
+32,916
| +5% | +$765K | ﹤0.01% | 1468 |
|
|
2017
Q2 | $13.6M | Sell |
667,830
-108,675
| -14% | -$2.28M | ﹤0.01% | 1734 |
|
|
2017
Q1 | $19M | Buy |
776,505
+139,219
| +22% | +$3.41M | ﹤0.01% | 1504 |
|
|
2016
Q4 | $14.8M | Buy |
637,286
+589,078
| +1,222% | +$10.8M | ﹤0.01% | 1659 |
|
|
2016
Q3 | $808K | Sell |
48,208
-76,909
| -61% | -$1.32M | ﹤0.01% | 3230 |
|
|
2016
Q2 | $2.38M | Sell |
125,117
-8,012
| -6% | -$151K | ﹤0.01% | 2716 |
|
|
2016
Q1 | $2.33M | Buy |
133,129
+131,723
| +9,369% | +$1.91M | ﹤0.01% | 2619 |
|
|
2015
Q4 | $25K | Buy |
+1,406
| New | +$25.8K | ﹤0.01% | 4045 |
|
|
2015
Q2 | – | Sell |
-573,778
| Closed | -$14.3M | – | 4090 |
|
|
2015
Q1 | $14.3M | Buy |
573,778
+43,951
| +8% | +$989K | ﹤0.01% | 1656 |
|
|
2014
Q4 | $14.9M | Buy |
+529,827
| New | +$18M | ﹤0.01% | 1670 |
|
|
2014
Q1 | – | Sell |
-31,501
| Closed | -$933K | – | 3720 |
|
|
2013
Q4 | $933K | Sell |
31,501
-11,092
| -26% | -$304K | ﹤0.01% | 3186 |
|
|
2013
Q3 | $1.13M | Buy |
42,593
+25,052
| +143% | +$596K | ﹤0.01% | 3190 |
|
|
2013
Q2 | $370K | Buy |
+17,541
| New | +$367K | ﹤0.01% | 3732 |
|
