Beese Fulmer Investment 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
Q2 | $540K | Hold |
3,215
| – | – | 0.04% | 168 |
|
|
2025
Q1 | $443K | Hold |
3,215
| – | – | 0.04% | 167 |
|
|
2024
Q4 | $380K | Hold |
3,215
| – | – | 0.03% | 171 |
|
|
2024
Q3 | $355K | Sell |
3,215
-500
| -13% | -$55.3K | 0.03% | 180 |
|
|
2024
Q2 | $365K | Hold |
3,715
| – | – | 0.03% | 170 |
|
|
2024
Q1 | $416K | Hold |
3,715
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $374K | Hold |
3,715
| – | – | 0.04% | 170 |
|
|
2023
Q3 | $323K | Hold |
3,715
| – | – | 0.04% | 173 |
|
|
2023
Q2 | $351K | Hold |
3,715
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $280K | Hold |
3,715
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $286K | Sell |
3,715
-200
| -5% | -$15.4K | 0.03% | 181 |
|
|
2022
Q3 | $261K | Hold |
3,915
| – | – | 0.04% | 179 |
|
|
2022
Q2 | $205K | Hold |
3,915
| – | – | 0.03% | 213 |
|
|
2022
Q1 | $222K | Hold |
3,915
| – | – | 0.02% | 213 |
|
|
2021
Q4 | $202K | Buy |
+3,915
| New | +$202K | 0.02% | 237 |
|
|
2021
Q3 | – | Sell |
-3,942
| Closed | -$225K | – | 240 |
|
|
2021
Q2 | $225K | Buy |
3,942
+67
| +2% | +$3.82K | 0.03% | 204 |
|
|
2021
Q1 | $235K | Buy |
+3,875
| New | +$235K | 0.03% | 200 |
|