OAM
HEES
Oberweis Asset Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$1.89M | 0.32% | 116 |
|
|
2023
Q4 | $5.17M | Buy |
98,900
+6,700
| +7% | +$351K | 0.48% | 76 |
|
|
2023
Q3 | $3.98M | Buy |
92,200
+10,100
| +12% | +$436K | 0.42% | 92 |
|
|
2023
Q2 | $3.76M | Buy |
82,100
+26,300
| +47% | +$1.2M | 0.46% | 80 |
|
|
2023
Q1 | $2.47M | Buy |
55,800
+5,700
| +11% | +$252K | 0.38% | 87 |
|
|
2022
Q4 | $2.27M | Buy |
50,100
+5,200
| +12% | +$236K | 0.48% | 53 |
|
|
2022
Q3 | $1.27M | Buy |
+44,900
| New | +$1.27M | 0.3% | 82 |
|
|
2020
Q1 | – | Sell |
-17,700
| Closed | -$592K | – | 185 |
|
|
2019
Q4 | $592K | Buy |
+17,700
| New | +$592K | 0.2% | 128 |
|
|
2018
Q3 | – | Sell |
-29,700
| Closed | -$1.12M | – | 214 |
|
|
2018
Q2 | $1.12M | Buy |
29,700
+12,700
| +75% | +$478K | 0.28% | 87 |
|
|
2018
Q1 | $654K | Sell |
17,000
-26,500
| -61% | -$1.02M | 0.17% | 135 |
|
|
2017
Q4 | $1.77M | Buy |
+43,500
| New | +$1.77M | 0.41% | 54 |
|