Bartlett & Co 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 | $43.2K | Buy |
240
+23
| +11% | +$4.14K | ﹤0.01% | 677 |
|
|
2025
Q1 | $35K | Hold |
217
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $37.7K | Hold |
217
| – | – | ﹤0.01% | 704 |
|
|
2024
Q3 | $34.3K | Hold |
217
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $29.3K | Hold |
217
| – | – | ﹤0.01% | 758 |
|
|
2024
Q1 | $27.8K | Hold |
217
| – | – | ﹤0.01% | 761 |
|
|
2023
Q4 | $26.3K | Hold |
217
| – | – | ﹤0.01% | 822 |
|
|
2023
Q3 | $23.2K | Hold |
217
| – | – | ﹤0.01% | 789 |
|
|
2023
Q2 | $21.3K | Hold |
217
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $19K | Hold |
217
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $18.9K | Hold |
217
| – | – | ﹤0.01% | 728 |
|
|
2022
Q3 | $16.4K | Hold |
217
| – | – | ﹤0.01% | 735 |
|
|
2022
Q2 | $17.1K | Buy |
+217
| New | +$17.1K | ﹤0.01% | 762 |
|