TWD
DH icon

True Wealth Design’s Definitive Healthcare DH Stock Holding History

True Wealth Design’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 		$417 Sell
339
-98
-22% -$170 ﹤0.01% 2111
2025
Q4 		$1.25K Sell
437
-331
-43% -$918 ﹤0.01% 1626
2025
Q3 		$3.12K Hold
768
– – ﹤0.01% 1294
2025
Q2 		$3K Buy
768
+750
+4,167% +$2.36K ﹤0.01% 1009
2025
Q1 		$53 Sell
18
-52
-74% -$211 ﹤0.01% 2370
2024
Q4 		$288 Sell
70
-103
-60% -$450 ﹤0.01% 1170
2024
Q3 		$774 Buy
+173
New +$812 ﹤0.01% 1024
2023
Q1 		– Sell
-1,000
Closed -$11K – 866
2022
Q4 		$11K Buy
+1,000
New +$12.9K 0.01% 213

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VCM
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State Street
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AQR Capital Management
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Millennium Management
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