Congress Wealth 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	$3.13M	Buy	18,656 +10,565	+131%	+$1.78M	0.03%	481
2025 Q1	$1.11M	Buy	8,091 +194	+2%	+$26.7K	0.01%	611
2024 Q4	$934K	Sell	7,897 -7,561	-49%	-$894K	0.01%	531
2024 Q3	$1.71M	Buy	15,458 +1,871	+14%	+$207K	0.02%	448
2024 Q2	$1.34M	Buy	+13,587	New	+$1.34M	0.02%	393