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

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