Wells Fargo’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
Q2 | – | Sell |
-21,052
| Closed | -$2M | – | 7235 |
|
|
2025
Q1 | $2M | Sell |
21,052
-247,249
| -92% | -$21.5M | ﹤0.01% | 3161 |
|
|
2024
Q4 | $13.1M | Buy |
268,301
+16,990
| +7% | +$925K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $12.2M | Sell |
251,311
-61,767
| -20% | -$2.9M | ﹤0.01% | 1662 |
|
|
2024
Q2 | $13.8M | Sell |
313,078
-11,596
| -4% | -$594K | ﹤0.01% | 1495 |
|
|
2024
Q1 | $20.8M | Buy |
324,674
+172,719
| +114% | +$9.47M | 0.01% | 1204 |
|
|
2023
Q4 | $7.95M | Buy |
151,955
+59,732
| +65% | +$2.7M | ﹤0.01% | 1870 |
|
|
2023
Q3 | $3.98M | Buy |
92,223
+6,546
| +8% | +$298K | ﹤0.01% | 2284 |
|
|
2023
Q2 | $3.92M | Buy |
85,677
+3,213
| +4% | +$128K | ﹤0.01% | 2342 |
|
|
2023
Q1 | $3.65M | Buy |
82,464
+14,854
| +22% | +$725K | ﹤0.01% | 2363 |
|
|
2022
Q4 | $3.07M | Buy |
67,610
+275
| +0.4% | +$10.7K | ﹤0.01% | 2435 |
|
|
2022
Q3 | $1.91M | Buy |
67,335
+31,742
| +89% | +$999K | ﹤0.01% | 2780 |
|
|
2022
Q2 | $1.03M | Sell |
35,593
-5,900
| -14% | -$207K | ﹤0.01% | 3273 |
|
|
2022
Q1 | $1.81M | Buy |
41,493
+12,200
| +42% | +$513K | ﹤0.01% | 3391 |
|
|
2021
Q4 | $1.3M | Buy |
29,293
+2,055
| +8% | +$89.7K | ﹤0.01% | 3892 |
|
|
2021
Q3 | $945K | Buy |
27,238
+3,343
| +14% | +$111K | ﹤0.01% | 4285 |
|
|
2021
Q2 | $796K | Sell |
23,895
-4,927
| -17% | -$181K | ﹤0.01% | 4356 |
|
|
2021
Q1 | $1.09M | Sell |
28,822
-30,253
| -51% | -$968K | ﹤0.01% | 4176 |
|
|
2020
Q4 | $1.76M | Sell |
59,075
-99,232
| -63% | -$2.56M | ﹤0.01% | 3588 |
|
|
2020
Q3 | $3.11M | Sell |
158,307
-61,594
| -28% | -$1.2M | ﹤0.01% | 2955 |
|
|
2020
Q2 | $4.06M | Buy |
219,901
+111,919
| +104% | +$1.78M | ﹤0.01% | 2668 |
|
|
2020
Q1 | $1.59M | Sell |
107,982
-133,101
| -55% | -$3.22M | ﹤0.01% | 3203 |
|
|
2019
Q4 | $8.06M | Sell |
241,083
-21,242
| -8% | -$689K | ﹤0.01% | 2152 |
|
|
2019
Q3 | $7.57M | Sell |
262,325
-63,389
| -19% | -$1.71M | ﹤0.01% | 2173 |
|
|
2019
Q2 | $9.47M | Buy |
325,714
+78,429
| +32% | +$2.18M | ﹤0.01% | 2010 |
|
|
2019
Q1 | $6.21M | Buy |
247,285
+108,815
| +79% | +$2.86M | ﹤0.01% | 2344 |
|
|
2018
Q4 | $2.83M | Buy |
138,470
+59,700
| +76% | +$1.46M | ﹤0.01% | 2985 |
|
|
2018
Q3 | $2.98M | Sell |
78,770
-23,128
| -23% | -$837K | ﹤0.01% | 3076 |
|
|
2018
Q2 | $3.83M | Sell |
101,898
-72,204
| -41% | -$2.69M | ﹤0.01% | 2927 |
|
|
2018
Q1 | $6.7M | Buy |
174,102
+72,454
| +71% | +$2.85M | ﹤0.01% | 2373 |
|
|
2017
Q4 | $4.13M | Buy |
101,648
+28,549
| +39% | +$977K | ﹤0.01% | 2753 |
|
|
2017
Q3 | $2.13M | Buy |
73,099
+7,900
| +12% | +$183K | ﹤0.01% | 3261 |
|
|
2017
Q2 | $1.33M | Buy |
65,199
+213
| +0.3% | +$4.47K | ﹤0.01% | 3517 |
|
|
2017
Q1 | $1.59M | Sell |
64,986
-79,551
| -55% | -$1.95M | ﹤0.01% | 3377 |
|
|
2016
Q4 | $3.36M | Sell |
144,537
-37,621
| -21% | -$689K | ﹤0.01% | 2722 |
|
|
2016
Q3 | $3.05M | Sell |
182,158
-43,975
| -19% | -$755K | ﹤0.01% | 2640 |
|
|
2016
Q2 | $4.3M | Sell |
226,133
-28,357
| -11% | -$533K | ﹤0.01% | 2424 |
|
|
2016
Q1 | $4.46M | Sell |
254,490
-39,907
| -14% | -$579K | ﹤0.01% | 2364 |
|
|
2015
Q4 | $5.14M | Buy |
294,397
+95,619
| +48% | +$1.76M | ﹤0.01% | 2308 |
|
|
2015
Q3 | $3.32M | Buy |
198,778
+10,485
| +6% | +$184K | ﹤0.01% | 2609 |
|
|
2015
Q2 | $3.76M | Buy |
188,293
+120,010
| +176% | +$2.87M | ﹤0.01% | 2616 |
|
|
2015
Q1 | $1.71M | Sell |
68,283
-554,753
| -89% | -$12.5M | ﹤0.01% | 3147 |
|
|
2014
Q4 | $17.5M | Buy |
623,036
+73,124
| +13% | +$2.48M | 0.01% | 1377 |
|
|
2014
Q3 | $22.1M | Buy |
549,912
+426,558
| +346% | +$16.6M | 0.01% | 1194 |
|
|
2014
Q2 | $4.48M | Sell |
123,354
-3,954
| -3% | -$145K | ﹤0.01% | 2410 |
|
|
2014
Q1 | $5.15M | Buy |
127,308
+10,074
| +9% | +$334K | ﹤0.01% | 2299 |
|
|
2013
Q4 | $3.47M | Buy |
117,234
+89,493
| +323% | +$2.45M | ﹤0.01% | 2526 |
|
|
2013
Q3 | $736K | Sell |
27,741
-2,245
| -7% | -$53.4K | ﹤0.01% | 3534 |
|
|
2013
Q2 | $632K | Buy |
+29,986
| New | +$627K | ﹤0.01% | 3549 |
|
