Parkworth Wealth Management’s H&E Equipment Services HEES Stock Holding History

Parkworth Wealth Management’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$95	–	1371
2025 Q1	$95	Hold	1	–	–	﹤0.01%	951
2024 Q4	$49	Buy	+1	New	+$54	﹤0.01%	1156

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Parkworth Wealth Management's HEES Position: Q2 2025 in Review

Parkworth Wealth Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 1 share — an estimated $95 sold.

Parkworth Wealth Management first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $95 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Parkworth Wealth Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Parkworth Wealth Management sold 1 H&E Equipment Services share in Q2 2025, an estimated $95.
Parkworth Wealth Management first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
Parkworth Wealth Management's H&E Equipment Services position peaked at $95 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.