HEES
Northwestern Mutual Wealth Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60
| Closed | -$5.69K | – | 3811 |
|
|
2025
Q1 | $5.69K | Sell |
60
-516
| -90% | -$48.9K | ﹤0.01% | 2918 |
|
|
2024
Q4 | $28.2K | Buy |
576
+503
| +689% | +$24.6K | ﹤0.01% | 2389 |
|
|
2024
Q3 | $3.55K | Buy |
+73
| New | +$3.55K | ﹤0.01% | 2994 |
|
|
2024
Q1 | – | Sell |
-32
| Closed | -$1.67K | – | 3659 |
|
|
2023
Q4 | $1.67K | Buy |
+32
| New | +$1.67K | ﹤0.01% | 3092 |
|
|
2020
Q2 | – | Sell |
-469
| Closed | -$7K | – | 2512 |
|
|
2020
Q1 | $7K | Buy |
469
+249
| +113% | +$3.72K | ﹤0.01% | 1983 |
|
|
2019
Q4 | $7K | Hold |
220
| – | – | ﹤0.01% | 1995 |
|
|
2019
Q3 | $6K | Sell |
220
-90
| -29% | -$2.46K | ﹤0.01% | 2046 |
|
|
2019
Q2 | $9K | Buy |
310
+150
| +94% | +$4.36K | ﹤0.01% | 1987 |
|
|
2019
Q1 | $4K | Hold |
160
| – | – | ﹤0.01% | 2188 |
|
|
2018
Q4 | $3K | Hold |
160
| – | – | ﹤0.01% | 2124 |
|
|
2018
Q3 | $6K | Buy |
160
+28
| +21% | +$1.05K | ﹤0.01% | 2057 |
|
|
2018
Q2 | $5K | Buy |
132
+54
| +69% | +$2.05K | ﹤0.01% | 2010 |
|
|
2018
Q1 | $3K | Buy |
78
+64
| +457% | +$2.46K | ﹤0.01% | 1989 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2219 |
|
|
2017
Q1 | – | Sell |
-51
| Closed | -$1K | – | 2169 |
|
|
2016
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 2173 |
|