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Axxcess Wealth Management’s Houlihan Lokey HLI Stock Holding History

Axxcess Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$505K Buy
2,804
+34
+1% +$6.12K 0.01% 592
2025
Q1 		$447K Sell
2,770
-96
-3% -$15.5K 0.01% 583
2024
Q4 		$498K Buy
2,866
+1,258
+78% +$218K 0.01% 546
2024
Q3 		$254K Buy
+1,608
New +$254K 0.01% 747