Axxcess Wealth Management’s Houlihan Lokey HLI Stock Holding History

Axxcess Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$307K	Sell
2025 Q3	$603K	Buy
2025 Q2	$505K	Buy
2025 Q1	$447K	Sell
2024 Q4	$498K	Buy
2024 Q3	$254K	Buy