Walled Lake Planning & Wealth Management’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
Q2 | $5.29M | Sell |
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|
2025
Q1 | $4.76M | Sell |
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|
2024
Q4 | $5.14M | Sell |
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|
2024
Q3 | $7.11M | Sell |
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|
2024
Q2 | $6.1M | Sell |
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|
2024
Q1 | $6.1M | Sell |
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|
2023
Q4 | $5.77M | Sell |
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|
2023
Q3 | $5.18M | Buy |
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|
2023
Q2 | $4.69M | Buy |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $3.92M | Buy |
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|
2022
Q3 | $3.39M | Buy |
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|
2022
Q2 | $3.38M | Buy |
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|
2022
Q1 | $3.57M | Buy |
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|
2021
Q4 | $4.13M | Sell |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $2.67M | Buy |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $2.29M | Buy |
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