Wealthspire Advisors (New York)’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 |
-35,966
| Closed | -$1.76M | – | 809 |
|
|
2024
Q4 | $1.76M | Buy |
35,966
+4
| +0% | +$196 | 0.02% | 266 |
|
|
2024
Q3 | $1.75M | Hold |
35,962
| – | – | 0.02% | 278 |
|
|
2024
Q2 | $1.59M | Hold |
35,962
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $2.31M | Buy |
35,962
+1,767
| +5% | +$113K | 0.03% | 183 |
|
|
2023
Q4 | $1.79M | Hold |
34,195
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $1.48M | Hold |
34,195
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $1.56M | Hold |
34,195
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $1.51M | Buy |
34,195
+1,867
| +6% | +$82.6K | 0.03% | 185 |
|
|
2022
Q4 | $1.47M | Hold |
32,328
| – | – | 0.03% | 192 |
|
|
2022
Q3 | $916K | Hold |
32,328
| – | – | 0.02% | 239 |
|
|
2022
Q2 | $937K | Hold |
32,328
| – | – | 0.02% | 216 |
|
|
2022
Q1 | $1.41M | Buy |
32,328
+1,922
| +6% | +$83.7K | 0.03% | 153 |
|
|
2021
Q4 | $1.35M | Hold |
30,406
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $1.06M | Hold |
30,406
| – | – | 0.02% | 240 |
|
|
2021
Q2 | $1.01M | Hold |
30,406
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $1.16M | Buy |
30,406
+2,912
| +11% | +$111K | 0.03% | 239 |
|
|
2020
Q4 | $820K | Buy |
+27,494
| New | +$820K | 0.02% | 228 |
|
|
2020
Q2 | – | Sell |
-27,560
| Closed | -$405K | – | 378 |
|
|
2020
Q1 | $405K | Buy |
+27,560
| New | +$405K | 0.02% | 331 |
|