J.P. Morgan Private Wealth Advisors’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.93M | Sell |
17,975
-934
| -5% | -$100K | 0.01% | 749 |
|
|
2023
Q2 | $1.86M | Sell |
18,909
-8,289
| -30% | -$815K | 0.01% | 586 |
|
|
2023
Q1 | $2.38M | Buy |
27,198
+529
| +2% | +$46.3K | 0.01% | 816 |
|
|
2022
Q4 | $2.32M | Sell |
26,669
-560
| -2% | -$48.8K | 0.01% | 788 |
|
|
2022
Q3 | $2.05M | Sell |
27,229
-1,471
| -5% | -$111K | 0.01% | 829 |
|
|
2022
Q2 | $2.27M | Sell |
28,700
-42,748
| -60% | -$3.37M | 0.01% | 802 |
|
|
2022
Q1 | $6.27M | Buy |
71,448
+40,150
| +128% | +$3.53M | 0.01% | 551 |
|
|
2021
Q4 | $3.24M | Sell |
31,298
-892
| -3% | -$92.3K | 0.01% | 742 |
|
|
2021
Q3 | $2.97M | Buy |
32,190
+3,639
| +13% | +$335K | 0.01% | 743 |
|
|
2021
Q2 | $2.34M | Buy |
28,551
+5,982
| +27% | +$489K | 0.01% | 813 |
|
|
2021
Q1 | $1.5M | Sell |
22,569
-946
| -4% | -$62.9K | ﹤0.01% | 874 |
|
|
2020
Q4 | $1.58M | Buy |
23,515
+694
| +3% | +$46.7K | 0.01% | 837 |
|
|
2020
Q3 | $1.35M | Buy |
22,821
+1,144
| +5% | +$67.6K | 0.01% | 774 |
|
|
2020
Q2 | $1.21M | Buy |
21,677
+493
| +2% | +$27.4K | 0.01% | 742 |
|
|
2020
Q1 | $1.1M | Buy |
21,184
+3,140
| +17% | +$164K | 0.01% | 681 |
|
|
2019
Q4 | $882K | Buy |
18,044
+1,169
| +7% | +$57.1K | ﹤0.01% | 846 |
|
|
2019
Q3 | $761K | Sell |
16,875
-1,073
| -6% | -$48.4K | ﹤0.01% | 855 |
|
|
2019
Q2 | $799K | Sell |
17,948
-7,163
| -29% | -$319K | ﹤0.01% | 819 |
|
|
2019
Q1 | $1.15M | Buy |
25,111
+6,805
| +37% | +$312K | 0.01% | 746 |
|
|
2018
Q4 | $674K | Sell |
18,306
-838
| -4% | -$30.9K | ﹤0.01% | 868 |
|
|
2018
Q3 | $861K | Sell |
19,144
-297
| -2% | -$13.4K | ﹤0.01% | 873 |
|
|
2018
Q2 | $995K | Sell |
19,441
-3,599
| -16% | -$184K | 0.01% | 779 |
|
|
2018
Q1 | $1.03M | Buy |
23,040
+16,917
| +276% | +$755K | 0.01% | 646 |
|
|
2017
Q4 | $278K | Sell |
6,123
-549
| -8% | -$24.9K | ﹤0.01% | 1077 |
|
|
2017
Q3 | $261K | Sell |
6,672
-583
| -8% | -$22.8K | ﹤0.01% | 1064 |
|
|
2017
Q2 | $253K | Buy |
+7,255
| New | +$253K | ﹤0.01% | 1075 |
|