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Whipplewood Advisors’s Houlihan Lokey HLI Stock Holding History

Whipplewood Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.42K Sell
19
-85
-82% -$15.3K ﹤0.01% 770
2025
Q1 		$3.07K Buy
104
+72
+225% +$2.13K ﹤0.01% 799
2024
Q4 		$5.56K Buy
+32
New +$5.56K ﹤0.01% 680