Beverly Hills Private Wealth’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 | $590K | Sell |
|
|||||
|
2025
Q2 | $549K | Sell |
|
|||||
|
2025
Q1 | $563K | Sell |
|
|||||
|
2024
Q4 | $654K | Sell |
|
|||||
|
2024
Q3 | $720K | Sell |
|
|||||
|
2024
Q2 | $721K | Sell |
|
|||||
|
2024
Q1 | $755K | Sell |
|
|||||
|
2023
Q4 | $770K | Sell |
|
|||||
|
2023
Q3 | $799K | Sell |
|
|||||
|
2023
Q2 | $1.56M | Buy |
|
|||||
|
2023
Q1 | $683K | Buy |
|
|||||
|
2022
Q4 | $565K | Buy |
|