Avantax Planning 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 | $309K | Sell |
1,839
-26
| -1% | -$4.37K | 0.01% | 349 |
|
|
2025
Q1 | $257K | Sell |
1,865
-104
| -5% | -$14.3K | 0.01% | 367 |
|
|
2024
Q4 | $233K | Hold |
1,969
| – | – | 0.01% | 381 |
|
|
2024
Q3 | $218K | Sell |
1,969
-236
| -11% | -$26.1K | 0.01% | 407 |
|
|
2024
Q2 | $217K | Sell |
2,205
-261
| -11% | -$25.7K | 0.01% | 429 |
|
|
2024
Q1 | $276K | Sell |
2,466
-138
| -5% | -$15.4K | 0.01% | 374 |
|
|
2023
Q4 | $262K | Sell |
2,604
-142
| -5% | -$14.3K | 0.01% | 314 |
|
|
2023
Q3 | $238K | Buy |
2,746
+12
| +0.4% | +$1.04K | 0.01% | 320 |
|
|
2023
Q2 | $259K | Buy |
+2,734
| New | +$259K | 0.01% | 320 |
|
|
2023
Q1 | – | Sell |
-2,847
| Closed | -$219K | – | 378 |
|
|
2022
Q4 | $219K | Buy |
+2,847
| New | +$219K | 0.01% | 344 |
|
|
2018
Q4 | – | Sell |
-3,709
| Closed | -$200K | – | 415 |
|
|
2018
Q3 | $200K | Buy |
+3,709
| New | +$200K | 0.02% | 240 |
|
|
2018
Q2 | – | Sell |
-3,009
| Closed | -$189K | – | 417 |
|
|
2018
Q1 | $189K | Buy |
+3,009
| New | +$189K | 0.02% | 303 |
|
|
2017
Q4 | – | Sell |
-5,564
| Closed | -$372K | – | 316 |
|
|
2017
Q3 | $372K | Buy |
5,564
+1,025
| +23% | +$68.5K | 0.03% | 249 |
|
|
2017
Q2 | $354K | Sell |
4,539
-36
| -0.8% | -$2.81K | 0.03% | 228 |
|
|
2017
Q1 | $373K | Buy |
4,575
+60
| +1% | +$4.89K | 0.03% | 215 |
|
|
2016
Q4 | $325K | Buy |
+4,515
| New | +$325K | 0.03% | 218 |
|