Private Wealth Management Group’s Houlihan Lokey HLI Stock Holding History

Private Wealth Management Group’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.31K	Hold
2025 Q2	$3.78K	Hold
2025 Q1	$3.39K	Hold
2024 Q4	$3.65K	Hold
2024 Q3	$3.32K	Hold
2024 Q2	$2.83K	Hold
2024 Q1	$2.69K	Hold
2023 Q4	$2.52K	Buy