VWM
HEES

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

Venturi Wealth Management’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-164
Closed -$8.03K – 1120
2024
Q4 		$8.03K Hold
164
– – ﹤0.01% 1493
2024
Q3 		$7.98K Buy
+164
New +$7.98K ﹤0.01% 1249