Valeo Financial Advisors’s Definitive Healthcare DH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.9K | Hold |
51,582
| – | – | ﹤0.01% | 814 |
|
|
2026
Q1 | $63.4K | Hold |
51,582
| – | – | ﹤0.01% | 722 |
|
|
2025
Q4 | $148K | Sell |
51,582
-8,350
| -14% | -$23.2K | ﹤0.01% | 775 |
|
|
2025
Q3 | $243K | Sell |
59,932
-1,514
| -2% | -$6.04K | 0.01% | 679 |
|
|
2025
Q2 | $240K | Buy |
61,446
+2,202
| +4% | +$6.94K | 0.01% | 647 |
|
|
2025
Q1 | $171K | Buy |
59,244
+107
| +0.2% | +$434 | ﹤0.01% | 650 |
|
|
2024
Q4 | $243K | Buy |
59,137
+348
| +0.6% | +$1.52K | 0.01% | 609 |
|
|
2024
Q3 | $263K | Sell |
58,789
-291
| -0.5% | -$1.37K | 0.01% | 570 |
|
|
2024
Q2 | $323K | Buy |
59,080
+6,230
| +12% | +$39.2K | 0.01% | 496 |
|
|
2024
Q1 | $383K | Buy |
52,850
+281
| +0.5% | +$2.48K | 0.01% | 443 |
|
|
2023
Q4 | $523K | Sell |
52,569
-20,464
| -28% | -$161K | 0.02% | 348 |
|
|
2023
Q3 | $584K | Buy |
73,033
+24,604
| +51% | +$247K | 0.03% | 295 |
|
|
2023
Q2 | $533K | Sell |
48,429
-36,577
| -43% | -$377K | 0.02% | 304 |
|
|
2023
Q1 | $878K | Sell |
85,006
-2,516
| -3% | -$29.6K | 0.04% | 235 |
|
|
2022
Q4 | $962K | Buy |
+87,522
| New | +$1.13M | 0.05% | 189 |
|