BTWM
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Baker Tilly Wealth Management’s Definitive Healthcare DH Stock Holding History

Baker Tilly Wealth Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.9K Hold
60,080
– – 0.02% 280
2025
Q4 		$172K Hold
60,080
– – 0.04% 282
2025
Q3 		$244K Hold
60,080
– – 0.06% 243
2025
Q2 		$234K Hold
60,080
– – 0.08% 213
2025
Q1 		$174K Buy
60,080
+9,680
+19% +$39.3K 0.07% 232
2024
Q4 		$207K Sell
50,400
-9,223
-15% -$40.3K 0.08% 229
2024
Q3 		$267K Hold
59,623
– – 0.12% 196
2024
Q2 		$326K Sell
59,623
-262
-0.4% -$1.65K 0.13% 184
2024
Q1 		$483K Sell
59,885
-71
-0.1% -$628 0.09% 259
2023
Q4 		$596K Buy
59,956
+9,885
+20% +$77.6K 0.1% 235
2023
Q3 		$400K Buy
+50,071
New +$503K 0.07% 309

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