Cherry Tree 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 | $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 | +$847 | ﹤0.01% | 544 |
|