EP Wealth Advisors’s Cardinal Health CAH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$871K Buy
5,185
+222
+4% +$37.3K 0.01% 593
2025
Q1
$684K Sell
4,963
-375
-7% -$51.7K 0.01% 602
2024
Q4
$631K Buy
5,338
+225
+4% +$26.6K 0.01% 620
2024
Q3
$565K Sell
5,113
-390
-7% -$43.1K ﹤0.01% 651
2024
Q2
$541K Buy
5,503
+189
+4% +$18.6K 0.01% 518
2024
Q1
$595K Buy
5,314
+249
+5% +$27.9K 0.01% 480
2023
Q4
$511K Buy
5,065
+2,091
+70% +$211K 0.01% 484
2023
Q3
$258K Buy
+2,974
New +$258K ﹤0.01% 591