Physician Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

Physician Wealth Advisors’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	-233	Closed	-$22.1K	–	1877
2025 Q1	$22.1K	Buy	233 +13	+6%	+$1.13K	﹤0.01%	469
2024 Q4	$10.8K	Buy	+220	New	+$12K	﹤0.01%	618

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

Physician Wealth Advisors's HEES Position: Q2 2025 in Review

Physician Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 233 shares — an estimated $22.1K sold.

Physician Wealth Advisors first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $22.1K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Physician Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Physician Wealth Advisors sold 233 H&E Equipment Services shares in Q2 2025, an estimated $22.1K.
Physician Wealth Advisors first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
Physician Wealth Advisors's H&E Equipment Services position peaked at $22.1K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.