Cherry Tree 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
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