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

Private Wealth Asset 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	-3	Closed	-$284	–	1163
2025 Q1	$284	Buy	+3	New	+$261	﹤0.01%	1036

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

Private Wealth Asset Management's HEES Position: Q2 2025 in Review

Private Wealth Asset Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 3 shares — an estimated $284 sold.

Private Wealth Asset Management first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $284 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Private Wealth Asset Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Private Wealth Asset Management sold 3 H&E Equipment Services shares in Q2 2025, an estimated $284.
Private Wealth Asset Management first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Private Wealth Asset Management's H&E Equipment Services position peaked at $284 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.