Valeo Financial Advisors’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 | $240K | Buy |
61,446
+2,202
| +4% | +$8.59K | 0.01% | 642 |
|
|
2025
Q1 | $171K | Buy |
59,244
+107
| +0.2% | +$309 | ﹤0.01% | 645 |
|
|
2024
Q4 | $243K | Buy |
59,137
+348
| +0.6% | +$1.43K | 0.01% | 592 |
|
|
2024
Q3 | $263K | Sell |
58,789
-291
| -0.5% | -$1.3K | 0.01% | 565 |
|
|
2024
Q2 | $323K | Buy |
59,080
+6,230
| +12% | +$34K | 0.01% | 496 |
|
|
2024
Q1 | $383K | Buy |
52,850
+281
| +0.5% | +$2.04K | 0.01% | 443 |
|
|
2023
Q4 | $523K | Sell |
52,569
-20,464
| -28% | -$203K | 0.02% | 348 |
|
|
2023
Q3 | $584K | Buy |
73,033
+24,604
| +51% | +$197K | 0.03% | 295 |
|
|
2023
Q2 | $533K | Sell |
48,429
-36,577
| -43% | -$402K | 0.02% | 304 |
|
|
2023
Q1 | $878K | Sell |
85,006
-2,516
| -3% | -$26K | 0.04% | 235 |
|
|
2022
Q4 | $962K | Buy |
+87,522
| New | +$962K | 0.05% | 189 |
|