Baker Tilly Wealth Management’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
60,080
| – | – | 0.08% | 213 |
|
|
2025
Q1 | $174K | Buy |
60,080
+9,680
| +19% | +$28K | 0.07% | 232 |
|
|
2024
Q4 | $207K | Sell |
50,400
-9,223
| -15% | -$37.9K | 0.08% | 229 |
|
|
2024
Q3 | $267K | Hold |
59,623
| – | – | 0.12% | 196 |
|
|
2024
Q2 | $326K | Sell |
59,623
-262
| -0.4% | -$1.43K | 0.13% | 184 |
|
|
2024
Q1 | $483K | Sell |
59,885
-71
| -0.1% | -$573 | 0.09% | 259 |
|
|
2023
Q4 | $596K | Buy |
59,956
+9,885
| +20% | +$98.3K | 0.1% | 235 |
|
|
2023
Q3 | $400K | Buy |
+50,071
| New | +$400K | 0.07% | 309 |
|