Appleton Partners’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,477
| Closed | -$458K | – | 260 |
|
|
2017
Q4 | $458K | Sell |
7,477
-3,086
| -29% | -$189K | 0.07% | 186 |
|
|
2017
Q3 | $707K | Sell |
10,563
-5,200
| -33% | -$348K | 0.12% | 144 |
|
|
2017
Q2 | $1.23M | Buy |
15,763
+4,090
| +35% | +$319K | 0.21% | 115 |
|
|
2017
Q1 | $952K | Sell |
11,673
-5,310
| -31% | -$433K | 0.18% | 120 |
|
|
2016
Q4 | $1.22M | Sell |
16,983
-7,655
| -31% | -$551K | 0.25% | 100 |
|
|
2016
Q3 | $1.91M | Buy |
24,638
+4,760
| +24% | +$370K | 0.36% | 75 |
|
|
2016
Q2 | $1.55M | Sell |
19,878
-3,500
| -15% | -$273K | 0.32% | 78 |
|
|
2016
Q1 | $1.92M | Buy |
23,378
+3,505
| +18% | +$287K | 0.38% | 70 |
|
|
2015
Q4 | $1.77M | Buy |
19,873
+15,455
| +350% | +$1.38M | 0.35% | 74 |
|
|
2015
Q3 | $339K | Buy |
+4,418
| New | +$339K | 0.08% | 161 |
|