Oberweis 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
2024 Q2	–	Sell	-69,500	Closed	-$4.46M	–	205
2024 Q1	$4.46M	Sell	69,500 -29,400	-30%	-$1.61M	0.32%	116
2023 Q4	$5.17M	Buy	98,900 +6,700	+7%	+$303K	0.48%	76
2023 Q3	$3.98M	Buy	92,200 +10,100	+12%	+$460K	0.42%	92
2023 Q2	$3.76M	Buy	82,100 +26,300	+47%	+$1.05M	0.46%	80
2023 Q1	$2.47M	Buy	55,800 +5,700	+11%	+$278K	0.38%	87
2022 Q4	$2.27M	Buy	50,100 +5,200	+12%	+$201K	0.48%	53
2022 Q3	$1.27M	Buy	+44,900	New	+$1.41M	0.3%	82
2020 Q1	–	Sell	-17,700	Closed	-$592K	–	185
2019 Q4	$592K	Buy	+17,700	New	+$574K	0.2%	128
2018 Q3	–	Sell	-29,700	Closed	-$1.12M	–	214
2018 Q2	$1.12M	Buy	29,700 +12,700	+75%	+$474K	0.28%	87
2018 Q1	$654K	Sell	17,000 -26,500	-61%	-$1.04M	0.17%	135
2017 Q4	$1.77M	Buy	+43,500	New	+$1.49M	0.41%	54