Avior 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
Q1 | – | Sell |
-820
| Closed | -$97K | – | 977 |
|
2024
Q4 | $97K | Buy |
820
+1
| +0.1% | +$118 | ﹤0.01% | 910 |
|
2024
Q3 | $90.5K | Buy |
819
+6
| +0.7% | +$663 | ﹤0.01% | 916 |
|
2024
Q2 | $79.9K | Sell |
813
-121
| -13% | -$11.9K | ﹤0.01% | 934 |
|
2024
Q1 | $105K | Buy |
934
+135
| +17% | +$15.1K | ﹤0.01% | 942 |
|
2023
Q4 | $80.5K | Sell |
799
-176
| -18% | -$17.7K | ﹤0.01% | 652 |
|
2023
Q3 | $84.6K | Sell |
975
-63
| -6% | -$5.47K | 0.01% | 663 |
|
2023
Q2 | $98.2K | Hold |
1,038
| – | – | 0.01% | 631 |
|
2023
Q1 | $78.4K | Buy |
1,038
+603
| +139% | +$45.5K | 0.01% | 678 |
|
2022
Q4 | $33.4K | Hold |
435
| – | – | ﹤0.01% | 685 |
|
2022
Q3 | $29K | Hold |
435
| – | – | ﹤0.01% | 687 |
|
2022
Q2 | $22K | Hold |
435
| – | – | ﹤0.01% | 668 |
|
2022
Q1 | $24K | Hold |
435
| – | – | ﹤0.01% | 685 |
|
2021
Q4 | $22K | Hold |
435
| – | – | ﹤0.01% | 685 |
|
2021
Q3 | $21K | Hold |
435
| – | – | ﹤0.01% | 657 |
|
2021
Q2 | $24K | Hold |
435
| – | – | ﹤0.01% | 623 |
|
2021
Q1 | $26K | Hold |
435
| – | – | ﹤0.01% | 606 |
|
2020
Q4 | $23K | Sell |
435
-111
| -20% | -$5.87K | ﹤0.01% | 598 |
|
2020
Q3 | $25K | Buy |
546
+96
| +21% | +$4.4K | ﹤0.01% | 568 |
|
2020
Q2 | $23K | Hold |
450
| – | – | ﹤0.01% | 556 |
|
2020
Q1 | $21K | Buy |
450
+15
| +3% | +$700 | ﹤0.01% | 510 |
|
2019
Q4 | $22K | Hold |
435
| – | – | ﹤0.01% | 522 |
|
2019
Q3 | $20K | Hold |
435
| – | – | ﹤0.01% | 521 |
|
2019
Q2 | $20K | Sell |
435
-4,535
| -91% | -$209K | ﹤0.01% | 520 |
|
2019
Q1 | $239K | Sell |
4,970
-435
| -8% | -$20.9K | 0.05% | 320 |
|
2018
Q4 | $241K | Sell |
5,405
-1,936
| -26% | -$86.3K | 0.06% | 274 |
|
2018
Q3 | $396K | Buy |
7,341
+7,000
| +2,053% | +$378K | 0.08% | 222 |
|
2018
Q2 | $358K | Sell |
341
-7,005
| -95% | -$7.35M | 0.08% | 217 |
|
2018
Q1 | $460K | Buy |
7,346
+827
| +13% | +$51.8K | 0.11% | 182 |
|
2017
Q4 | $399K | Buy |
6,519
+6,031
| +1,236% | +$369K | 0.09% | 199 |
|
2017
Q3 | $33K | Buy |
488
+53
| +12% | +$3.58K | 0.01% | 241 |
|
2017
Q2 | $34K | Hold |
435
| – | – | 0.01% | 216 |
|
2017
Q1 | $35K | Buy |
+435
| New | +$35K | 0.01% | 256 |
|
2016
Q2 | – | Sell |
-142
| Closed | -$12K | – | 465 |
|
2016
Q1 | $12K | Buy |
142
+37
| +35% | +$3.13K | 0.01% | 331 |
|
2015
Q4 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 325 |
|