AE Wealth Management’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
21,780
-1,029
| -5% | -$173K | 0.03% | 410 |
|
|
2025
Q1 | $3.14M | Sell |
22,809
-600
| -3% | -$82.7K | 0.03% | 435 |
|
|
2024
Q4 | $2.77M | Buy |
23,409
+5,204
| +29% | +$616K | 0.02% | 460 |
|
|
2024
Q3 | $2.01M | Sell |
18,205
-26,854
| -60% | -$2.97M | 0.02% | 531 |
|
|
2024
Q2 | $4.43M | Buy |
45,059
+6,797
| +18% | +$668K | 0.04% | 356 |
|
|
2024
Q1 | $4.28M | Sell |
38,262
-19,700
| -34% | -$2.2M | 0.05% | 325 |
|
|
2023
Q4 | $6.13M | Sell |
57,962
-2,321
| -4% | -$245K | 0.03% | 534 |
|
|
2023
Q3 | $5.23M | Buy |
60,283
+3,961
| +7% | +$344K | 0.03% | 529 |
|
|
2023
Q2 | $5.33M | Buy |
56,322
+34,385
| +157% | +$3.25M | 0.03% | 519 |
|
|
2023
Q1 | $1.66M | Sell |
21,937
-487
| -2% | -$36.8K | 0.01% | 860 |
|
|
2022
Q4 | $1.72M | Buy |
22,424
+2,052
| +10% | +$158K | 0.01% | 798 |
|
|
2022
Q3 | $1.36M | Buy |
20,372
+6,892
| +51% | +$459K | 0.01% | 826 |
|
|
2022
Q2 | $705K | Sell |
13,480
-219
| -2% | -$11.5K | 0.01% | 1021 |
|
|
2022
Q1 | $777K | Buy |
13,699
+3,686
| +37% | +$209K | 0.01% | 1019 |
|
|
2021
Q4 | $516K | Buy |
10,013
+38
| +0.4% | +$1.96K | ﹤0.01% | 1234 |
|
|
2021
Q3 | $493K | Buy |
9,975
+1,419
| +17% | +$70.1K | ﹤0.01% | 1171 |
|
|
2021
Q2 | $488K | Buy |
8,556
+1,061
| +14% | +$60.5K | ﹤0.01% | 1143 |
|
|
2021
Q1 | $455K | Buy |
7,495
+426
| +6% | +$25.9K | ﹤0.01% | 1065 |
|
|
2020
Q4 | $379K | Sell |
7,069
-400
| -5% | -$21.4K | ﹤0.01% | 1053 |
|
|
2020
Q3 | $351K | Sell |
7,469
-653
| -8% | -$30.7K | 0.01% | 983 |
|
|
2020
Q2 | $424K | Buy |
8,122
+2,382
| +41% | +$124K | 0.01% | 925 |
|
|
2020
Q1 | $275K | Buy |
+5,740
| New | +$275K | 0.01% | 898 |
|
|
2018
Q2 | – | Sell |
-15,632
| Closed | -$980K | – | 453 |
|
|
2018
Q1 | $980K | Sell |
15,632
-764
| -5% | -$47.9K | 0.08% | 172 |
|
|
2017
Q4 | $1.01M | Buy |
+16,396
| New | +$1.01M | 0.09% | 164 |
|