Baldwin Wealth Partners’s Cardinal Health CAH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-141	Closed	-$15.6K	–	347
2024 Q3	$15.6K	Buy	+141	New	+$14.7K	﹤0.01%	732
2017 Q4	–	Sell	-33	Closed	-$2K	–	477
2017 Q3	$2K	Buy	+33	New	+$2.33K	﹤0.01%	462
2016 Q3	–	Sell	-698	Closed	-$54K	–	540
2016 Q2	$54K	Sell	698 -23,147	-97%	-$1.85M	0.01%	265
2016 Q1	$1.95M	Buy	23,845 +294	+1%	+$23.9K	0.35%	63
2015 Q4	$2.1M	Sell	23,551 -127,710	-84%	-$10.8M	0.34%	69
2015 Q3	$11.6M	Sell	151,261 -2,564	-2%	-$214K	1.96%	9
2015 Q2	$12.9M	Buy	153,825 +3,241	+2%	+$286K	1.91%	9
2015 Q1	$13.6M	Buy	150,584 +2,188	+1%	+$188K	2%	8
2014 Q4	$12M	Sell	148,396 -2,900	-2%	-$229K	1.73%	13
2014 Q3	$11.3M	Buy	151,296 +5,742	+4%	+$418K	1.61%	14
2014 Q2	$9.98M	Buy	145,554 +11,916	+9%	+$811K	1.48%	20
2014 Q1	$9.35M	Buy	133,638 +120,753	+937%	+$8.4M	1.5%	22
2013 Q4	$861K	Buy	+12,885	New	+$788K	0.14%	142