Wells Fargo’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 | $88.7K | Sell |
22,752
-8,636
| -28% | -$33.7K | ﹤0.01% | 4850 |
|
2025
Q1 | $90.7K | Buy |
31,388
+91
| +0.3% | +$263 | ﹤0.01% | 4707 |
|
2024
Q4 | $129K | Buy |
31,297
+6,736
| +27% | +$27.7K | ﹤0.01% | 4569 |
|
2024
Q3 | $110K | Sell |
24,561
-261,818
| -91% | -$1.17M | ﹤0.01% | 4568 |
|
2024
Q2 | $1.56M | Buy |
286,379
+91,088
| +47% | +$497K | ﹤0.01% | 2893 |
|
2024
Q1 | $1.58M | Buy |
195,291
+7,665
| +4% | +$61.9K | ﹤0.01% | 2861 |
|
2023
Q4 | $1.87M | Sell |
187,626
-24,393
| -12% | -$242K | ﹤0.01% | 2684 |
|
2023
Q3 | $1.69M | Sell |
212,019
-10,122
| -5% | -$80.9K | ﹤0.01% | 2719 |
|
2023
Q2 | $2.44M | Buy |
222,141
+108,142
| +95% | +$1.19M | ﹤0.01% | 2600 |
|
2023
Q1 | $1.18M | Buy |
113,999
+94,265
| +478% | +$974K | ﹤0.01% | 3058 |
|
2022
Q4 | $217K | Buy |
19,734
+5,518
| +39% | +$60.6K | ﹤0.01% | 3871 |
|
2022
Q3 | $220K | Buy |
14,216
+2,617
| +23% | +$40.5K | ﹤0.01% | 3924 |
|
2022
Q2 | $266K | Sell |
11,599
-91,457
| -89% | -$2.1M | ﹤0.01% | 3892 |
|
2022
Q1 | $2.54M | Buy |
103,056
+47,124
| +84% | +$1.16M | ﹤0.01% | 2896 |
|
2021
Q4 | $1.53M | Buy |
55,932
+51,311
| +1,110% | +$1.4M | ﹤0.01% | 3521 |
|
2021
Q3 | $198K | Buy |
+4,621
| New | +$198K | ﹤0.01% | 4812 |
|