Beacon Financial Group’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 | $264K | Buy |
1,574
+107
| +7% | +$18K | 0.03% | 302 |
|
2025
Q1 | $202K | Buy |
+1,467
| New | +$202K | 0.02% | 326 |
|
2024
Q1 | – | Sell |
-7,367
| Closed | -$743K | – | 317 |
|
2023
Q4 | $743K | Sell |
7,367
-291
| -4% | -$29.3K | 0.09% | 173 |
|
2023
Q3 | $669K | Sell |
7,658
-536
| -7% | -$46.8K | 0.1% | 160 |
|
2023
Q2 | $770K | Sell |
8,194
-743
| -8% | -$69.8K | 0.1% | 149 |
|
2023
Q1 | $712K | Buy |
+8,937
| New | +$712K | 0.1% | 155 |
|
2022
Q4 | – | Sell |
-12,005
| Closed | -$814K | – | 227 |
|
2022
Q3 | $814K | Buy |
12,005
+1
| +0% | +$68 | 0.13% | 146 |
|
2022
Q2 | $649K | Sell |
12,004
-93
| -0.8% | -$5.03K | 0.1% | 168 |
|
2022
Q1 | $688K | Buy |
+12,097
| New | +$688K | 0.09% | 168 |
|