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Cherry Tree Wealth Management’s Definitive Healthcare DH Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-77
Closed -$313 – 604
2025
Q3 		$313 Hold
77
– – ﹤0.01% 579
2025
Q2 		$301 Hold
77
– – ﹤0.01% 594
2025
Q1 		$223 Hold
77
– – ﹤0.01% 749
2024
Q4 		$317 Hold
77
– – ﹤0.01% 628
2024
Q3 		$345 Hold
77
– – ﹤0.01% 600
2024
Q2 		$421 Hold
77
– – ﹤0.01% 577
2024
Q1 		$622 Hold
77
– – ﹤0.01% 565
2023
Q4 		$766 Hold
77
– – ﹤0.01% 556
2023
Q3 		$616 Hold
77
– – ﹤0.01% 551
2023
Q2 		$847 Buy
+77
New +$793 ﹤0.01% 544

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