Baker Tilly Wealth Management’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.9K | Hold |
|
|||||
|
2025
Q4 | $172K | Hold |
|
|||||
|
2025
Q3 | $244K | Hold |
|
|||||
|
2025
Q2 | $234K | Hold |
|
|||||
|
2025
Q1 | $174K | Buy |
|
|||||
|
2024
Q4 | $207K | Sell |
|
|||||
|
2024
Q3 | $267K | Hold |
|
|||||
|
2024
Q2 | $326K | Sell |
|
|||||
|
2024
Q1 | $483K | Sell |
|
|||||
|
2023
Q4 | $596K | Buy |
|
|||||
|
2023
Q3 | $400K | Buy |
|