Bartlett & Co Wealth Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.6K | Sell |
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|
2025
Q2 | $43.2K | Buy |
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|
2025
Q1 | $35K | Hold |
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|
2024
Q4 | $37.7K | Hold |
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|
2024
Q3 | $34.3K | Hold |
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|
2024
Q2 | $29.3K | Hold |
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|
2024
Q1 | $27.8K | Hold |
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|
2023
Q4 | $26.3K | Hold |
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|
2023
Q3 | $23.2K | Hold |
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|
2023
Q2 | $21.3K | Hold |
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|
2023
Q1 | $19K | Hold |
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|
2022
Q4 | $18.9K | Hold |
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|
2022
Q3 | $16.4K | Hold |
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|
2022
Q2 | $17.1K | Buy |
|