Shell Asset Management’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $201K | Buy |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $563K | Sell |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $826K | Sell |
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|
2021
Q4 | $965K | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $897K | Hold |
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|
2020
Q3 | $592K | Hold |
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|
2020
Q2 | $556K | Sell |
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|
2020
Q1 | $446K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $914K | Sell |
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|
2019
Q2 | $929K | Sell |
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|
2019
Q1 | $820K | Hold |
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|
2018
Q4 | $667K | Sell |
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|
2018
Q3 | $1.34M | Hold |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.43M | Hold |
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|
2017
Q4 | $1.51M | Hold |
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|
2017
Q3 | $1.09M | Sell |
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|
2017
Q2 | $779K | Hold |
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|
2017
Q1 | $935K | Sell |
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|
2016
Q4 | $949K | Sell |
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|
2016
Q3 | $690K | Sell |
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|
2016
Q2 | $819K | Buy |
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