Physician Wealth Advisors’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
$36K Hold
200
0.01% 396
2025
Q1
$32.3K Hold
200
0.01% 403
2024
Q4
$34.7K Buy
+200
New +$34.7K 0.01% 397