PWMAG
DH icon

Pinnacle Wealth Management Advisory Group’s Definitive Healthcare DH Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2026
Q1 		$320K Sell
260,000
-12
-0% -$21 0.02% 393
2025
Q4 		$746K Buy
260,012
+130,012
+100% +$360K 0.05% 197
2025
Q3 		$528K Hold
130,000
– – 0.04% 223
2025
Q2 		$507K Sell
130,000
-130,000
-50% -$410K 0.04% 220
2025
Q1 		$751K Buy
+260,000
New +$1.06M 0.07% 158

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