Beacon Financial Advisory’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 | $967K | Sell |
5,757
-8,590
| -60% | -$1.44M | 0.25% | 107 |
|
|
2025
Q1 | $1.98M | Sell |
14,347
-300
| -2% | -$41.3K | 0.6% | 29 |
|
|
2024
Q4 | $1.73M | Sell |
14,647
-646
| -4% | -$76.4K | 0.56% | 34 |
|
|
2024
Q3 | $1.69M | Sell |
15,293
-224
| -1% | -$24.8K | 0.57% | 36 |
|
|
2024
Q2 | $1.53M | Buy |
15,517
+1,901
| +14% | +$187K | 0.57% | 34 |
|
|
2024
Q1 | $1.52M | Buy |
13,616
+4,937
| +57% | +$552K | 0.74% | 25 |
|
|
2023
Q4 | $875K | Sell |
8,679
-6,595
| -43% | -$665K | 0.42% | 69 |
|
|
2023
Q3 | $1.33M | Buy |
15,274
+305
| +2% | +$26.5K | 0.73% | 32 |
|
|
2023
Q2 | $1.42M | Sell |
14,969
-400
| -3% | -$37.8K | 0.81% | 26 |
|
|
2023
Q1 | $1.16M | Buy |
15,369
+700
| +5% | +$52.8K | 0.74% | 31 |
|
|
2022
Q4 | $1.13M | Buy |
14,669
+100
| +0.7% | +$7.69K | 0.81% | 31 |
|
|
2022
Q3 | $971K | Sell |
14,569
-500
| -3% | -$33.3K | 0.69% | 41 |
|
|
2022
Q2 | $788K | Hold |
15,069
| – | – | 0.45% | 64 |
|
|
2022
Q1 | $854K | Buy |
15,069
+1,500
| +11% | +$85K | 0.41% | 77 |
|
|
2021
Q4 | $699K | Sell |
13,569
-800
| -6% | -$41.2K | 0.32% | 95 |
|
|
2021
Q3 | $711K | Hold |
14,369
| – | – | 0.37% | 83 |
|
|
2021
Q2 | $820K | Sell |
14,369
-1,477
| -9% | -$84.3K | 0.44% | 77 |
|
|
2021
Q1 | $963K | Buy |
15,846
+3,425
| +28% | +$208K | 0.55% | 52 |
|
|
2020
Q4 | $665K | Buy |
12,421
+400
| +3% | +$21.4K | 0.43% | 71 |
|
|
2020
Q3 | $564K | Buy |
12,021
+5,300
| +79% | +$249K | 0.49% | 64 |
|
|
2020
Q2 | $350K | Hold |
6,721
| – | – | 0.38% | 89 |
|
|
2020
Q1 | $322K | Buy |
6,721
+2,125
| +46% | +$102K | 0.41% | 81 |
|
|
2019
Q4 | $232K | Buy |
+4,596
| New | +$232K | 0.2% | 137 |
|