WLPWM
Walled Lake Planning & Wealth Management’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Sell |
29,421
-46
| -0.2% | -$8.28K | 1.73% | 17 |
|
|
2025
Q1 | $4.76M | Sell |
29,467
-153
| -0.5% | -$24.7K | 1.69% | 18 |
|
|
2024
Q4 | $5.14M | Sell |
29,620
-15,405
| -34% | -$2.68M | 1.91% | 15 |
|
|
2024
Q3 | $7.11M | Sell |
45,025
-174
| -0.4% | -$27.5K | 2.67% | 10 |
|
|
2024
Q2 | $6.1M | Sell |
45,199
-2,400
| -5% | -$324K | 2.49% | 12 |
|
|
2024
Q1 | $6.1M | Sell |
47,599
-551
| -1% | -$70.6K | 2.5% | 17 |
|
|
2023
Q4 | $5.77M | Sell |
48,150
-189
| -0.4% | -$22.7K | 2.68% | 16 |
|
|
2023
Q3 | $5.18M | Buy |
48,339
+591
| +1% | +$63.3K | 2.59% | 17 |
|
|
2023
Q2 | $4.69M | Buy |
47,748
+176
| +0.4% | +$17.3K | 2.28% | 19 |
|
|
2023
Q1 | $4.16M | Buy |
47,572
+2,622
| +6% | +$229K | 2.18% | 20 |
|
|
2022
Q4 | $3.92M | Buy |
44,950
+7
| +0% | +$610 | 2.67% | 19 |
|
|
2022
Q3 | $3.39M | Buy |
44,943
+2,074
| +5% | +$156K | 2.37% | 21 |
|
|
2022
Q2 | $3.38M | Buy |
42,869
+2,236
| +6% | +$177K | 2.33% | 23 |
|
|
2022
Q1 | $3.57M | Buy |
40,633
+762
| +2% | +$66.9K | 2.12% | 22 |
|
|
2021
Q4 | $4.13M | Sell |
39,871
-1,386
| -3% | -$143K | 2.39% | 19 |
|
|
2021
Q3 | $3.8M | Buy |
41,257
+646
| +2% | +$59.5K | 2.34% | 19 |
|
|
2021
Q2 | $3.32M | Buy |
40,611
+455
| +1% | +$37.2K | 2.16% | 20 |
|
|
2021
Q1 | $2.67M | Buy |
40,156
+833
| +2% | +$55.4K | 1.85% | 23 |
|
|
2020
Q4 | $2.64M | Buy |
39,323
+456
| +1% | +$30.7K | 2.01% | 22 |
|
|
2020
Q3 | $2.3M | Buy |
+38,867
| New | +$2.3M | 1.86% | 22 |
|