LPL Financial’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 | $40K | Buy |
+10,251
| New | +$40K | ﹤0.01% | 5235 |
|
|
2024
Q3 | – | Sell |
-68,622
| Closed | -$375K | – | 5083 |
|
|
2024
Q2 | $375K | Buy |
68,622
+9,465
| +16% | +$51.7K | ﹤0.01% | 4023 |
|
|
2024
Q1 | $477K | Buy |
59,157
+33,696
| +132% | +$272K | ﹤0.01% | 3771 |
|
|
2023
Q4 | $253K | Buy |
25,461
+3,175
| +14% | +$31.6K | ﹤0.01% | 4160 |
|
|
2023
Q3 | $178K | Buy |
22,286
+1,690
| +8% | +$13.5K | ﹤0.01% | 4228 |
|
|
2023
Q2 | $227K | Buy |
20,596
+4,096
| +25% | +$45.1K | ﹤0.01% | 4013 |
|
|
2023
Q1 | $170K | Buy |
16,500
+757
| +5% | +$7.82K | ﹤0.01% | 4064 |
|
|
2022
Q4 | $173K | Sell |
15,743
-1,031
| -6% | -$11.3K | ﹤0.01% | 4003 |
|
|
2022
Q3 | $261K | Buy |
+16,774
| New | +$261K | ﹤0.01% | 3688 |
|
|
2022
Q1 | – | Sell |
-8,643
| Closed | -$236K | – | 4221 |
|
|
2021
Q4 | $236K | Buy |
+8,643
| New | +$236K | ﹤0.01% | 3860 |
|