TSWM
HEES

Tyler-Stone Wealth Management’s H&E Equipment Services HEES Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-100
Closed -$4.42K – 573
2024
Q2 		$4.42K Hold
100
– – ﹤0.01% 777
2024
Q1 		$6.42K Hold
100
– – ﹤0.01% 717
2023
Q4 		$5.23K Hold
100
– – ﹤0.01% 721
2023
Q3 		$4K Hold
100
– – ﹤0.01% 739
2023
Q2 		$5K Buy
+100
New +$4K ﹤0.01% 696
2022
Q4 		$5K Hold
100
– – ﹤0.01% 654
2022
Q3 		$3K Hold
100
– – ﹤0.01% 710
2022
Q2 		$3K Hold
100
– – ﹤0.01% 725
2022
Q1 		$4K Hold
100
– – ﹤0.01% 695
2021
Q4 		$4K Buy
+100
New +$4.36K ﹤0.01% 725

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American Century Companies
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Dimensional Fund Advisors
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PP
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return