Berry Wealth Group’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 | $333K | Buy |
1,851
+13
| +0.7% | +$2.34K | 0.23% | 62 |
|
|
2025
Q1 | $297K | Sell |
1,838
-140
| -7% | -$22.6K | 0.23% | 63 |
|
|
2024
Q4 | $343K | Sell |
1,978
-231
| -10% | -$40.1K | 0.25% | 49 |
|
|
2024
Q3 | $349K | Buy |
2,209
+169
| +8% | +$26.7K | 0.25% | 52 |
|
|
2024
Q2 | $275K | Sell |
2,040
-167
| -8% | -$22.5K | 0.22% | 55 |
|
|
2024
Q1 | $283K | Buy |
+2,207
| New | +$283K | 0.23% | 55 |
|