Morgan Stanley’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 |
-395,949
| Closed | -$37.5M | – | 8179 |
|
|
2025
Q1 | $37.5M | Buy |
395,949
+19,796
| +5% | +$1.72M | ﹤0.01% | 2077 |
|
|
2024
Q4 | $18.4M | Sell |
376,153
-323,513
| -46% | -$17.6M | ﹤0.01% | 2833 |
|
|
2024
Q3 | $34.1M | Buy |
699,666
+266,094
| +61% | +$12.5M | ﹤0.01% | 2232 |
|
|
2024
Q2 | $19.2M | Buy |
433,572
+111,060
| +34% | +$5.69M | ﹤0.01% | 2714 |
|
|
2024
Q1 | $20.7M | Sell |
322,512
-572,592
| -64% | -$31.4M | ﹤0.01% | 2650 |
|
|
2023
Q4 | $46.8M | Buy |
895,104
+426,206
| +91% | +$19.3M | ﹤0.01% | 2526 |
|
|
2023
Q3 | $20.3M | Buy |
468,898
+76,886
| +20% | +$3.5M | ﹤0.01% | 2432 |
|
|
2023
Q2 | $17.9M | Sell |
392,012
-24,373
| -6% | -$974K | ﹤0.01% | 2587 |
|
|
2023
Q1 | $18.4M | Buy |
416,385
+140,040
| +51% | +$6.83M | ﹤0.01% | 2520 |
|
|
2022
Q4 | $12.5M | Sell |
276,345
-28,341
| -9% | -$1.1M | ﹤0.01% | 2843 |
|
|
2022
Q3 | $8.63M | Sell |
304,686
-10,570
| -3% | -$333K | ﹤0.01% | 3126 |
|
|
2022
Q2 | $9.13M | Buy |
315,256
+162,426
| +106% | +$5.7M | ﹤0.01% | 3155 |
|
|
2022
Q1 | $6.65M | Sell |
152,830
-30,336
| -17% | -$1.28M | ﹤0.01% | 3372 |
|
|
2021
Q4 | $8.11M | Sell |
183,166
-21,803
| -11% | -$951K | ﹤0.01% | 3168 |
|
|
2021
Q3 | $7.12M | Sell |
204,969
-246,097
| -55% | -$8.16M | ﹤0.01% | 3315 |
|
|
2021
Q2 | $15M | Buy |
451,066
+155,259
| +52% | +$5.69M | ﹤0.01% | 2504 |
|
|
2021
Q1 | $11.2M | Sell |
295,807
-238,650
| -45% | -$7.64M | ﹤0.01% | 2526 |
|
|
2020
Q4 | $15.9M | Buy |
534,457
+242,588
| +83% | +$6.25M | ﹤0.01% | 2031 |
|
|
2020
Q3 | $5.74M | Buy |
291,869
+20,936
| +8% | +$409K | ﹤0.01% | 2580 |
|
|
2020
Q2 | $5.01M | Buy |
270,933
+53,663
| +25% | +$854K | ﹤0.01% | 2666 |
|
|
2020
Q1 | $3.19M | Buy |
217,270
+68,281
| +46% | +$1.65M | ﹤0.01% | 2903 |
|
|
2019
Q4 | $4.98M | Buy |
148,989
+105,237
| +241% | +$3.41M | ﹤0.01% | 3213 |
|
|
2019
Q3 | $1.26M | Sell |
43,752
-105,325
| -71% | -$2.85M | ﹤0.01% | 4148 |
|
|
2019
Q2 | $4.34M | Buy |
149,077
+118,753
| +392% | +$3.3M | ﹤0.01% | 3056 |
|
|
2019
Q1 | $762K | Sell |
30,324
-41,980
| -58% | -$1.1M | ﹤0.01% | 4291 |
|
|
2018
Q4 | $1.48M | Sell |
72,304
-103,612
| -59% | -$2.54M | ﹤0.01% | 4010 |
|
|
2018
Q3 | $6.65M | Buy |
175,916
+52,170
| +42% | +$1.89M | ﹤0.01% | 2873 |
|
|
2018
Q2 | $4.65M | Sell |
123,746
-20,716
| -14% | -$773K | ﹤0.01% | 3221 |
|
|
2018
Q1 | $5.56M | Sell |
144,462
-56,512
| -28% | -$2.22M | ﹤0.01% | 2910 |
|
|
2017
Q4 | $8.17M | Buy |
200,974
+53,759
| +37% | +$1.84M | ﹤0.01% | 2605 |
|
|
2017
Q3 | $4.3M | Buy |
147,215
+36,429
| +33% | +$846K | ﹤0.01% | 3124 |
|
|
2017
Q2 | $2.26M | Sell |
110,786
-7,955
| -7% | -$167K | ﹤0.01% | 3691 |
|
|
2017
Q1 | $2.91M | Sell |
118,741
-55,730
| -32% | -$1.36M | ﹤0.01% | 3464 |
|
|
2016
Q4 | $4.06M | Sell |
174,471
-245,212
| -58% | -$4.49M | ﹤0.01% | 3218 |
|
|
2016
Q3 | $7.03M | Buy |
419,683
+79,062
| +23% | +$1.36M | ﹤0.01% | 2333 |
|
|
2016
Q2 | $6.48M | Buy |
340,621
+76,125
| +29% | +$1.43M | ﹤0.01% | 2368 |
|
|
2016
Q1 | $4.64M | Buy |
264,496
+8,171
| +3% | +$118K | ﹤0.01% | 2604 |
|
|
2015
Q4 | $4.48M | Sell |
256,325
-40,310
| -14% | -$740K | ﹤0.01% | 2766 |
|
|
2015
Q3 | $4.96M | Buy |
296,635
+104,586
| +54% | +$1.84M | ﹤0.01% | 2670 |
|
|
2015
Q2 | $3.83M | Buy |
192,049
+100,693
| +110% | +$2.41M | ﹤0.01% | 3031 |
|
|
2015
Q1 | $2.28M | Sell |
91,356
-77,216
| -46% | -$1.74M | ﹤0.01% | 3476 |
|
|
2014
Q4 | $4.73M | Buy |
168,572
+26,615
| +19% | +$903K | ﹤0.01% | 2777 |
|
|
2014
Q3 | $5.72M | Sell |
141,957
-10,001
| -7% | -$389K | ﹤0.01% | 2533 |
|
|
2014
Q2 | $5.52M | Buy |
151,958
+21,679
| +17% | +$795K | ﹤0.01% | 2578 |
|
|
2014
Q1 | $5.27M | Buy |
130,279
+82,553
| +173% | +$2.74M | ﹤0.01% | 2534 |
|
|
2013
Q4 | $1.42M | Buy |
47,726
+13,221
| +38% | +$362K | ﹤0.01% | 3661 |
|
|
2013
Q3 | $917K | Buy |
34,505
+22,498
| +187% | +$535K | ﹤0.01% | 3871 |
|
|
2013
Q2 | $253K | Buy |
+12,007
| New | +$251K | ﹤0.01% | 4703 |
|
