Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-141
| Closed | -$15.6K | – | 347 |
|
|
2024
Q3 | $15.6K | Buy |
+141
| New | +$15.6K | ﹤0.01% | 732 |
|
|
2017
Q4 | – | Sell |
-33
| Closed | -$2K | – | 477 |
|
|
2017
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 462 |
|
|
2016
Q3 | – | Sell |
-698
| Closed | -$54K | – | 540 |
|
|
2016
Q2 | $54K | Sell |
698
-23,147
| -97% | -$1.79M | 0.01% | 265 |
|
|
2016
Q1 | $1.95M | Buy |
23,845
+294
| +1% | +$24.1K | 0.35% | 63 |
|
|
2015
Q4 | $2.1M | Sell |
23,551
-127,710
| -84% | -$11.4M | 0.34% | 69 |
|
|
2015
Q3 | $11.6M | Sell |
151,261
-2,564
| -2% | -$197K | 1.96% | 9 |
|
|
2015
Q2 | $12.9M | Buy |
153,825
+3,241
| +2% | +$271K | 1.91% | 9 |
|
|
2015
Q1 | $13.6M | Buy |
150,584
+2,188
| +1% | +$198K | 2% | 8 |
|
|
2014
Q4 | $12M | Sell |
148,396
-2,900
| -2% | -$234K | 1.73% | 13 |
|
|
2014
Q3 | $11.3M | Buy |
151,296
+5,742
| +4% | +$430K | 1.61% | 14 |
|
|
2014
Q2 | $9.98M | Buy |
145,554
+11,916
| +9% | +$817K | 1.48% | 20 |
|
|
2014
Q1 | $9.35M | Buy |
133,638
+120,753
| +937% | +$8.45M | 1.5% | 22 |
|
|
2013
Q4 | $861K | Buy |
+12,885
| New | +$861K | 0.14% | 142 |
|