PCM
HEES
Prelude Capital 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 |
-12,586
| Closed | -$1.19M | – | 1117 |
|
2025
Q1 | $1.19M | Buy |
+12,586
| New | +$1.19M | 0.09% | 215 |
|
2023
Q3 | – | Sell |
-4,748
| Closed | -$217K | – | 1083 |
|
2023
Q2 | $217K | Buy |
+4,748
| New | +$217K | 0.01% | 698 |
|
2021
Q4 | – | Sell |
-5,908
| Closed | -$205K | – | 1731 |
|
2021
Q3 | $205K | Sell |
5,908
-6,155
| -51% | -$214K | 0.01% | 1024 |
|
2021
Q2 | $401K | Sell |
12,063
-6,437
| -35% | -$214K | 0.01% | 846 |
|
2021
Q1 | $703K | Buy |
18,500
+9,000
| +95% | +$342K | 0.02% | 474 |
|
2020
Q4 | $283K | Sell |
9,500
-1,200
| -11% | -$35.7K | 0.01% | 534 |
|
2020
Q3 | $210K | Buy |
10,700
+6,700
| +168% | +$131K | 0.01% | 488 |
|
2020
Q2 | $74K | Buy |
+4,000
| New | +$74K | ﹤0.01% | 719 |
|
2019
Q1 | – | Sell |
-18,000
| Closed | -$368K | – | 1507 |
|
2018
Q4 | $368K | Buy |
+18,000
| New | +$368K | 0.02% | 366 |
|
2017
Q4 | – | Sell |
-3,700
| Closed | -$108K | – | 1350 |
|
2017
Q3 | $108K | Sell |
3,700
-100
| -3% | -$2.92K | 0.01% | 780 |
|
2017
Q2 | $78K | Sell |
3,800
-300
| -7% | -$6.16K | 0.01% | 777 |
|
2017
Q1 | $101K | Buy |
4,100
+3,000
| +273% | +$73.9K | 0.01% | 732 |
|
2016
Q4 | $26K | Sell |
1,100
-3,000
| -73% | -$70.9K | ﹤0.01% | 1212 |
|
2016
Q3 | $69K | Sell |
4,100
-6,200
| -60% | -$104K | 0.01% | 887 |
|
2016
Q2 | $196K | Buy |
+10,300
| New | +$196K | 0.03% | 465 |
|
2015
Q3 | – | Sell |
-33,344
| Closed | -$666K | – | 1515 |
|
2015
Q2 | $666K | Sell |
33,344
-40,331
| -55% | -$806K | 0.09% | 230 |
|
2015
Q1 | $1.84M | Buy |
73,675
+5,235
| +8% | +$131K | 0.26% | 90 |
|
2014
Q4 | $1.92M | Buy |
68,440
+23,340
| +52% | +$655K | 0.28% | 52 |
|
2014
Q3 | $1.82M | Buy |
45,100
+11,821
| +36% | +$476K | 0.26% | 66 |
|
2014
Q2 | $1.21M | Buy |
+33,279
| New | +$1.21M | 0.16% | 125 |
|