Ameliora Wealth Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Hold |
169
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $27.3K | Hold |
169
| – | – | 0.01% | 177 |
|
|
2024
Q4 | $29.3K | Hold |
169
| – | – | 0.01% | 170 |
|
|
2024
Q3 | $26.7K | Hold |
169
| – | – | 0.01% | 119 |
|
|
2024
Q2 | $22.8K | Hold |
169
| – | – | 0.01% | 144 |
|
|
2024
Q1 | $21.7K | Hold |
169
| – | – | 0.01% | 162 |
|
|
2023
Q4 | $20.3K | Hold |
169
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $18.1K | Hold |
169
| – | – | 0.01% | 166 |
|
|
2023
Q2 | $16.6K | Hold |
169
| – | – | 0.01% | 157 |
|
|
2023
Q1 | $14.8K | Hold |
169
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $14.7K | Hold |
169
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $13K | Buy |
+169
| New | +$13K | 0.01% | 189 |
|