CWS
Confluence Wealth Services’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
8,943
-6
| -0.1% | -$1.01K | 0.08% | 121 |
|
|
2025
Q1 | $1.2M | Buy |
8,949
+119
| +1% | +$16K | 0.08% | 134 |
|
|
2024
Q4 | $1.14M | Buy |
8,830
+74
| +0.8% | +$9.57K | 0.07% | 138 |
|
|
2024
Q3 | $968K | Buy |
8,756
+193
| +2% | +$21.3K | 0.07% | 149 |
|
|
2024
Q2 | $842K | Buy |
8,563
+292
| +4% | +$28.7K | 0.07% | 173 |
|
|
2024
Q1 | $926K | Sell |
8,271
-616
| -7% | -$68.9K | 0.08% | 135 |
|
|
2023
Q4 | $896K | Sell |
8,887
-163
| -2% | -$16.4K | 0.1% | 123 |
|
|
2023
Q3 | $786K | Buy |
9,050
+16
| +0.2% | +$1.39K | 0.16% | 108 |
|
|
2023
Q2 | $854K | Sell |
9,034
-119
| -1% | -$11.3K | 0.18% | 108 |
|
|
2023
Q1 | $691K | Sell |
9,153
-398
| -4% | -$30.1K | 0.16% | 115 |
|
|
2022
Q4 | $734K | Buy |
9,551
+35
| +0.4% | +$2.69K | 0.19% | 103 |
|
|
2022
Q3 | $634K | Sell |
9,516
-20
| -0.2% | -$1.33K | 0.27% | 101 |
|
|
2022
Q2 | $629K | Buy |
9,536
+13
| +0.1% | +$857 | 0.28% | 121 |
|
|
2022
Q1 | $539K | Buy |
9,523
+9,204
| +2,885% | +$521K | 0.19% | 134 |
|
|
2021
Q4 | $16K | Buy |
+319
| New | +$16K | 0.01% | 784 |
|