Zurich Cantonal Bank’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,753
| Closed | -$640K | – | 2590 |
|
|
2025
Q1 | $640K | Buy |
6,753
+542
| +9% | +$51.4K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $304K | Hold |
6,211
| – | – | ﹤0.01% | 1934 |
|
|
2024
Q3 | $302K | Sell |
6,211
-1,635
| -21% | -$79.6K | ﹤0.01% | 1879 |
|
|
2024
Q2 | $347K | Sell |
7,846
-2,614
| -25% | -$115K | ﹤0.01% | 1747 |
|
|
2024
Q1 | $671K | Sell |
10,460
-158
| -1% | -$10.1K | ﹤0.01% | 1291 |
|
|
2023
Q4 | $556K | Buy |
10,618
+1,137
| +12% | +$59.5K | ﹤0.01% | 1430 |
|
|
2023
Q3 | $409K | Sell |
9,481
-198
| -2% | -$8.55K | ﹤0.01% | 1516 |
|
|
2023
Q2 | $443K | Buy |
9,679
+225
| +2% | +$10.3K | ﹤0.01% | 1426 |
|
|
2023
Q1 | $418K | Buy |
9,454
+1,012
| +12% | +$44.8K | ﹤0.01% | 1396 |
|
|
2022
Q4 | $383K | Buy |
8,442
+53
| +0.6% | +$2.41K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $238K | Sell |
8,389
-533
| -6% | -$15.1K | ﹤0.01% | 1640 |
|
|
2022
Q2 | $258K | Sell |
8,922
-2,267
| -20% | -$65.6K | ﹤0.01% | 1643 |
|
|
2022
Q1 | $487K | Sell |
11,189
-90
| -0.8% | -$3.92K | ﹤0.01% | 1338 |
|
|
2021
Q4 | $499K | Buy |
11,279
+2,563
| +29% | +$113K | ﹤0.01% | 1440 |
|
|
2021
Q3 | $303K | Buy |
8,716
+4,736
| +119% | +$165K | ﹤0.01% | 1635 |
|
|
2021
Q2 | $132K | Hold |
3,980
| – | – | ﹤0.01% | 2071 |
|
|
2021
Q1 | $151K | Sell |
3,980
-1,044
| -21% | -$39.6K | ﹤0.01% | 1940 |
|
|
2020
Q4 | $150K | Buy |
5,024
+1,439
| +40% | +$43K | ﹤0.01% | 2009 |
|
|
2020
Q3 | $70K | Hold |
3,585
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q2 | $66K | Buy |
3,585
+1,752
| +96% | +$32.3K | ﹤0.01% | 2123 |
|
|
2020
Q1 | $27K | Hold |
1,833
| – | – | ﹤0.01% | 2237 |
|
|
2019
Q4 | $61K | Hold |
1,833
| – | – | ﹤0.01% | 2031 |
|
|
2019
Q3 | $53K | Hold |
1,833
| – | – | ﹤0.01% | 1997 |
|
|
2019
Q2 | $53K | Hold |
1,833
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q1 | $46K | Sell |
1,833
-629
| -26% | -$15.8K | ﹤0.01% | 2063 |
|
|
2018
Q4 | $50K | Hold |
2,462
| – | – | ﹤0.01% | 2028 |
|
|
2018
Q3 | $93K | Hold |
2,462
| – | – | ﹤0.01% | 1755 |
|
|
2018
Q2 | $93K | Hold |
2,462
| – | – | ﹤0.01% | 1687 |
|
|
2018
Q1 | $95K | Buy |
2,462
+1,034
| +72% | +$39.9K | ﹤0.01% | 1620 |
|
|
2017
Q4 | $58K | Buy |
1,428
+577
| +68% | +$23.4K | ﹤0.01% | 1944 |
|
|
2017
Q3 | $25K | Hold |
851
| – | – | ﹤0.01% | 2183 |
|
|
2017
Q2 | $17K | Buy |
851
+422
| +98% | +$8.43K | ﹤0.01% | 2307 |
|
|
2017
Q1 | $11K | Hold |
429
| – | – | ﹤0.01% | 2457 |
|
|
2016
Q4 | $10K | Hold |
429
| – | – | ﹤0.01% | 2446 |
|
|
2016
Q3 | $7K | Hold |
429
| – | – | ﹤0.01% | 2472 |
|
|
2016
Q2 | $8K | Hold |
429
| – | – | ﹤0.01% | 2420 |
|
|
2016
Q1 | $8K | Hold |
429
| – | – | ﹤0.01% | 2416 |
|
|
2015
Q4 | $7K | Hold |
429
| – | – | ﹤0.01% | 2474 |
|
|
2015
Q3 | $7K | Buy |
+429
| New | +$7K | ﹤0.01% | 2277 |
|