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

Cherry Tree Wealth Management’s Portfolio DH Stock Details DH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$313	Hold
2025 Q2	$301	Hold
2025 Q1	$223	Hold
2024 Q4	$317	Hold
2024 Q3	$345	Hold
2024 Q2	$421	Hold
2024 Q1	$622	Hold
2023 Q4	$766	Hold
2023 Q3	$616	Hold
2023 Q2	$847	Buy