Carson Wealth (CWM LLC)’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
13,135
+774
| +6% | +$130K | 0.01% | 913 |
|
|
2025
Q1 | $1.7M | Sell |
12,361
-337
| -3% | -$46.4K | 0.01% | 882 |
|
|
2024
Q4 | $1.5M | Buy |
12,698
+1,309
| +11% | +$155K | 0.01% | 900 |
|
|
2024
Q3 | $1.26M | Sell |
11,389
-1,111
| -9% | -$123K | 0.01% | 899 |
|
|
2024
Q2 | $1.23M | Buy |
12,500
+345
| +3% | +$33.9K | 0.01% | 798 |
|
|
2024
Q1 | $1.36M | Sell |
12,155
-9
| -0.1% | -$1.01K | 0.01% | 736 |
|
|
2023
Q4 | $1.23M | Buy |
12,164
+6,675
| +122% | +$673K | 0.01% | 724 |
|
|
2023
Q3 | $477K | Buy |
5,489
+84
| +2% | +$7.3K | ﹤0.01% | 992 |
|
|
2023
Q2 | $511K | Sell |
5,405
-336
| -6% | -$31.8K | ﹤0.01% | 929 |
|
|
2023
Q1 | $433K | Sell |
5,741
-1,067
| -16% | -$80.5K | ﹤0.01% | 929 |
|
|
2022
Q4 | $523K | Buy |
6,808
+2,126
| +45% | +$163K | ﹤0.01% | 792 |
|
|
2022
Q3 | $312K | Buy |
4,682
+1,293
| +38% | +$86.2K | ﹤0.01% | 900 |
|
|
2022
Q2 | $177K | Buy |
3,389
+545
| +19% | +$28.5K | ﹤0.01% | 1084 |
|
|
2022
Q1 | $161K | Sell |
2,844
-6,793
| -70% | -$385K | ﹤0.01% | 1122 |
|
|
2021
Q4 | $496K | Buy |
+9,637
| New | +$496K | ﹤0.01% | 726 |
|
|
2021
Q2 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2021
Q1 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2020
Q4 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2020
Q3 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2020
Q2 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2020
Q1 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2019
Q4 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2019
Q3 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2019
Q2 | $3.89M | Hold |
68,195
| – | – | 0.03% | 317 |
|
|
2019
Q1 | $3.89M | Sell |
68,195
-334,368
| -83% | -$19.1M | 0.03% | 317 |
|
|
2018
Q4 | $18M | Sell |
402,563
-26,731
| -6% | -$1.19M | 0.45% | 55 |
|
|
2018
Q3 | $23.2M | Sell |
429,294
-10,247
| -2% | -$553K | 0.59% | 40 |
|
|
2018
Q2 | $21.5M | Buy |
439,541
+61,718
| +16% | +$3.01M | 0.71% | 39 |
|
|
2018
Q1 | $23.7M | Buy |
377,823
+376,151
| +22,497% | +$23.6M | 0.94% | 32 |
|
|
2017
Q4 | $102K | Sell |
1,672
-440,254
| -100% | -$26.9M | ﹤0.01% | 425 |
|
|
2017
Q3 | $29.6M | Buy |
441,926
+109,079
| +33% | +$7.3M | 1.4% | 14 |
|
|
2017
Q2 | $25.9M | Buy |
332,847
+1,316
| +0.4% | +$103K | 1.33% | 24 |
|
|
2017
Q1 | $27M | Buy |
331,531
+44,689
| +16% | +$3.64M | 1.53% | 15 |
|
|
2016
Q4 | $20.6M | Buy |
286,842
+36,947
| +15% | +$2.66M | 1.27% | 25 |
|
|
2016
Q3 | $19.4M | Buy |
249,895
+43,781
| +21% | +$3.4M | 1.34% | 20 |
|
|
2016
Q2 | $16.1M | Buy |
206,114
+205,904
| +98,050% | +$16.1M | 1.17% | 21 |
|
|
2016
Q1 | $17K | Hold |
210
| – | – | ﹤0.01% | 461 |
|
|
2015
Q4 | $19K | Hold |
210
| – | – | ﹤0.01% | 397 |
|
|
2015
Q3 | $16K | Buy |
+210
| New | +$16K | ﹤0.01% | 390 |
|
|
2014
Q1 | – | Sell |
-341
| Closed | -$23K | – | 191 |
|
|
2013
Q4 | $23K | Hold |
341
| – | – | ﹤0.01% | 326 |
|
|
2013
Q3 | $18K | Buy |
+341
| New | +$18K | ﹤0.01% | 277 |
|