Zurich Cantonal Bank’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 |
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|
2025
Q1 | $640K | Buy |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $671K | Sell |
|
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|
2023
Q4 | $556K | Buy |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $132K | Hold |
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|
2021
Q1 | $151K | Sell |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | $70K | Hold |
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|
2020
Q2 | $66K | Buy |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $53K | Hold |
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|
2019
Q2 | $53K | Hold |
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|
2019
Q1 | $46K | Sell |
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|
2018
Q4 | $50K | Hold |
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|
2018
Q3 | $93K | Hold |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $95K | Buy |
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|
2017
Q4 | $58K | Buy |
|
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|
2017
Q3 | $25K | Hold |
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|
2017
Q2 | $17K | Buy |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $7K | Buy |
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