Annex Advisory Services’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 | $253K | Buy |
+1,505
| New | +$253K | 0.01% | 276 |
|
|
2017
Q2 | – | Sell |
-9,922
| Closed | -$809K | – | 126 |
|
|
2017
Q1 | $809K | Buy |
9,922
+402
| +4% | +$32.8K | 0.2% | 47 |
|
|
2016
Q4 | $685K | Buy |
9,520
+1,325
| +16% | +$95.3K | 0.17% | 53 |
|
|
2016
Q3 | $637K | Buy |
8,195
+28
| +0.3% | +$2.18K | 0.17% | 56 |
|
|
2016
Q2 | $637K | Sell |
8,167
-171
| -2% | -$13.3K | 0.17% | 55 |
|
|
2016
Q1 | $683K | Sell |
8,338
-32
| -0.4% | -$2.62K | 0.19% | 45 |
|
|
2015
Q4 | $747K | Buy |
8,370
+685
| +9% | +$61.1K | 0.22% | 35 |
|
|
2015
Q3 | $590K | Buy |
7,685
+1,468
| +24% | +$113K | 0.19% | 39 |
|
|
2015
Q2 | $520K | Buy |
6,217
+1,495
| +32% | +$125K | 0.17% | 39 |
|
|
2015
Q1 | $426K | Buy |
4,722
+1,382
| +41% | +$125K | 0.14% | 48 |
|
|
2014
Q4 | $270K | Buy |
+3,340
| New | +$270K | 0.08% | 74 |
|