Belpointe Asset 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 | $467K | Sell |
2,780
-1,121
| -29% | -$188K | 0.02% | 598 |
|
2025
Q1 | $538K | Buy |
3,901
+1,122
| +40% | +$155K | 0.03% | 543 |
|
2024
Q4 | $313K | Buy |
+2,779
| New | +$313K | 0.02% | 638 |
|
2023
Q3 | – | Sell |
-3,125
| Closed | -$296K | – | 664 |
|
2023
Q2 | $296K | Sell |
3,125
-700
| -18% | -$66.2K | 0.03% | 456 |
|
2023
Q1 | $289K | Sell |
3,825
-106
| -3% | -$8K | 0.02% | 777 |
|
2022
Q4 | $302K | Sell |
3,931
-1,132
| -22% | -$87K | 0.02% | 729 |
|
2022
Q3 | $338K | Buy |
+5,063
| New | +$338K | 0.02% | 650 |
|
2022
Q1 | – | Sell |
-5,748
| Closed | -$297K | – | 1231 |
|
2021
Q4 | $297K | Sell |
5,748
-308
| -5% | -$15.9K | 0.02% | 717 |
|
2021
Q3 | $300K | Buy |
6,056
+4
| +0.1% | +$198 | 0.02% | 682 |
|
2021
Q2 | $346K | Sell |
6,052
-294
| -5% | -$16.8K | 0.02% | 620 |
|
2021
Q1 | $385K | Sell |
6,346
-2,513
| -28% | -$152K | 0.03% | 514 |
|
2020
Q4 | $475K | Buy |
+8,859
| New | +$475K | 0.04% | 420 |
|
2020
Q3 | – | Sell |
-2,010
| Closed | -$105K | – | 785 |
|
2020
Q2 | $105K | Sell |
2,010
-5,044
| -72% | -$263K | 0.01% | 710 |
|
2020
Q1 | $338K | Buy |
+7,054
| New | +$338K | 0.06% | 312 |
|
2018
Q2 | – | Sell |
-6,128
| Closed | -$384K | – | 345 |
|
2018
Q1 | $384K | Sell |
6,128
-1,674
| -21% | -$105K | 0.11% | 207 |
|
2017
Q4 | $478K | Buy |
7,802
+2,263
| +41% | +$139K | 0.1% | 230 |
|
2017
Q3 | $371K | Buy |
+5,539
| New | +$371K | 0.09% | 271 |
|