Ascent Wealth Partners’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 | $2.01M | Buy |
11,985
+85
| +0.7% | +$14.3K | 0.25% | 82 |
|
|
2025
Q1 | $1.64M | Sell |
11,900
-6
| -0.1% | -$827 | 0.22% | 95 |
|
|
2024
Q4 | $1.41M | Buy |
11,906
+50
| +0.4% | +$5.91K | 0.19% | 96 |
|
|
2024
Q3 | $1.31M | Sell |
11,856
-2
| -0% | -$221 | 0.18% | 98 |
|
|
2024
Q2 | $1.17M | Buy |
11,858
+24
| +0.2% | +$2.36K | 0.17% | 104 |
|
|
2024
Q1 | $1.32M | Buy |
11,834
+827
| +8% | +$92.5K | 0.2% | 96 |
|
|
2023
Q4 | $1.11M | Sell |
11,007
-12
| -0.1% | -$1.21K | 0.18% | 95 |
|
|
2023
Q3 | $957K | Buy |
+11,019
| New | +$957K | 0.18% | 98 |
|
|
2017
Q4 | – | Sell |
-30,624
| Closed | -$2.05M | – | 120 |
|
|
2017
Q3 | $2.05M | Buy |
30,624
+705
| +2% | +$47.2K | 0.82% | 45 |
|
|
2017
Q2 | $2.33M | Buy |
29,919
+315
| +1% | +$24.6K | 1% | 40 |
|
|
2017
Q1 | $2.41M | Buy |
29,604
+1,720
| +6% | +$140K | 1.09% | 38 |
|
|
2016
Q4 | $2.01M | Sell |
27,884
-4,141
| -13% | -$298K | 0.98% | 41 |
|
|
2016
Q3 | $2.49M | Buy |
32,025
+330
| +1% | +$25.6K | 1.26% | 33 |
|
|
2016
Q2 | $2.47M | Buy |
31,695
+475
| +2% | +$37K | 1.28% | 34 |
|
|
2016
Q1 | $2.56M | Buy |
31,220
+550
| +2% | +$45.1K | 1.37% | 31 |
|
|
2015
Q4 | $2.74M | Buy |
30,670
+2,930
| +11% | +$262K | 1.53% | 23 |
|
|
2015
Q3 | $2.13M | Buy |
+27,740
| New | +$2.13M | 1.27% | 35 |
|