Moody Aldrich Partners’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-86,750
| Closed | -$3.75M | – | 205 |
|
|
2023
Q3 | $3.75M | Buy |
86,750
+3,142
| +4% | +$136K | 0.71% | 58 |
|
|
2023
Q2 | $3.83M | Sell |
83,608
-245
| -0.3% | -$11.2K | 0.74% | 54 |
|
|
2023
Q1 | $3.71M | Sell |
83,853
-30,127
| -26% | -$1.33M | 0.75% | 55 |
|
|
2022
Q4 | $5.17M | Sell |
113,980
-27,599
| -19% | -$1.25M | 1.05% | 30 |
|
|
2022
Q3 | $4.01M | Buy |
141,579
+3,528
| +3% | +$100K | 0.83% | 58 |
|
|
2022
Q2 | $4M | Sell |
138,051
-103,014
| -43% | -$2.98M | 0.79% | 56 |
|
|
2022
Q1 | $10.5M | Buy |
241,065
+25,647
| +12% | +$1.12M | 1.48% | 21 |
|
|
2021
Q4 | $9.54M | Buy |
215,418
+18,184
| +9% | +$805K | 1.33% | 19 |
|
|
2021
Q3 | $6.85M | Buy |
197,234
+27,975
| +17% | +$971K | 0.87% | 55 |
|
|
2021
Q2 | $5.63M | Buy |
169,259
+112,309
| +197% | +$3.74M | 0.79% | 60 |
|
|
2021
Q1 | $2.16M | Buy |
+56,950
| New | +$2.16M | 0.31% | 92 |
|
|
2017
Q3 | – | Sell |
-41,775
| Closed | -$853K | – | 96 |
|
|
2017
Q2 | $853K | Buy |
41,775
+10,030
| +32% | +$205K | 1.06% | 40 |
|
|
2017
Q1 | $778K | Sell |
31,745
-35,795
| -53% | -$877K | 1.33% | 25 |
|
|
2016
Q4 | $1.57M | Buy |
+67,540
| New | +$1.57M | 1.01% | 52 |
|