BARLOW WEALTH PARTNERS, INC. HLI Holdings History
Number of Shares
203,814.00
Current Holdings Value*
$32.46 Mil
% of Portfolio
4.26%
Total Estimate Gain
$15.69 Mil
% of Total Estimate Gain
65.49%
BARLOW WEALTH PARTNERS, INC.'s Houlihan Lokey Inc Holding Summary
As of 2025-03-31, BARLOW WEALTH PARTNERS, INC. held 203,814.00 shares of Houlihan Lokey Inc(HLI), totaling $32.46 Mil. This investment constitutes 4.26% of their stock portfolio, and BARLOW WEALTH PARTNERS, INC. now holds 0.29% of the outstanding Houlihan Lokey Inc(HLI) stock.
The initial trade took place in 2023Q4. And since then BARLOW WEALTH PARTNERS, INC. has made 5 purchases of HLI, at an average price of $117.59, for a total of 203,814.00 shares. Based on historical transaction data and HLI's current price of $194.59, BARLOW WEALTH PARTNERS, INC.'s estimated gain on his HLI holdings is $15.69 Mil, reflecting a 65.49% gain to date.
BARLOW WEALTH PARTNERS, INC. HLI ($194.59) Holding Chart
BARLOW WEALTH PARTNERS, INC. HLI ($194.59) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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