Geneos 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 | $2.4M | Sell |
14,313
-13,794
| -49% | -$2.32M | 0.06% | 334 |
|
|
2025
Q1 | $3.87M | Buy |
28,107
+10,223
| +57% | +$1.41M | 0.06% | 337 |
|
|
2024
Q4 | $2.12M | Sell |
17,884
-211
| -1% | -$25K | 0.07% | 282 |
|
|
2024
Q3 | $2M | Buy |
18,095
+17,365
| +2,379% | +$1.92M | 0.08% | 279 |
|
|
2024
Q2 | $71.8K | Sell |
730
-25
| -3% | -$2.46K | ﹤0.01% | 957 |
|
|
2024
Q1 | $84.5K | Sell |
755
-54
| -7% | -$6.04K | ﹤0.01% | 898 |
|
|
2023
Q4 | $81.6K | Sell |
809
-3,572
| -82% | -$360K | ﹤0.01% | 894 |
|
|
2023
Q3 | $380K | Sell |
4,381
-106
| -2% | -$9.2K | 0.02% | 518 |
|
|
2023
Q2 | $424K | Sell |
4,487
-62,525
| -93% | -$5.91M | 0.02% | 491 |
|
|
2023
Q1 | $5.06M | Sell |
67,012
-11,593
| -15% | -$875K | 0.31% | 80 |
|
|
2022
Q4 | $6.04M | Buy |
78,605
+14,923
| +23% | +$1.15M | 0.37% | 66 |
|
|
2022
Q3 | $4.25M | Sell |
63,682
-1,116
| -2% | -$74.4K | 0.29% | 80 |
|
|
2022
Q2 | $3.44M | Buy |
64,798
+7,232
| +13% | +$384K | 0.17% | 137 |
|
|
2022
Q1 | $3.26M | Sell |
57,566
-4,013
| -7% | -$227K | 0.14% | 163 |
|
|
2021
Q4 | $3.17M | Sell |
61,579
-17,873
| -22% | -$921K | 0.12% | 179 |
|
|
2021
Q3 | $3.98M | Buy |
79,452
+2,266
| +3% | +$113K | 0.15% | 155 |
|
|
2021
Q2 | $4.47M | Buy |
77,186
+507
| +0.7% | +$29.3K | 0.17% | 137 |
|
|
2021
Q1 | $4.63M | Buy |
76,679
+274
| +0.4% | +$16.5K | 0.13% | 185 |
|
|
2020
Q4 | $4.69M | Sell |
76,405
-7,402
| -9% | -$455K | 0.19% | 133 |
|
|
2020
Q3 | $3.98M | Sell |
83,807
-21,348
| -20% | -$1.01M | 0.21% | 113 |
|
|
2020
Q2 | $5.32M | Sell |
105,155
-563
| -0.5% | -$28.5K | 0.3% | 76 |
|
|
2020
Q1 | $4.69M | Buy |
105,718
+148
| +0.1% | +$6.57K | 0.32% | 71 |
|
|
2019
Q4 | $5.44M | Buy |
105,570
+4,981
| +5% | +$256K | 0.29% | 95 |
|
|
2019
Q3 | $4.79M | Buy |
100,589
+2,202
| +2% | +$105K | 0.29% | 94 |
|
|
2019
Q2 | $4.63M | Buy |
98,387
+3,565
| +4% | +$168K | 0.29% | 92 |
|
|
2019
Q1 | $4.57M | Sell |
94,822
-7,956
| -8% | -$383K | 0.3% | 85 |
|
|
2018
Q4 | $4.59M | Sell |
102,778
-2,658
| -3% | -$119K | 0.34% | 71 |
|
|
2018
Q3 | $5.69M | Buy |
105,436
+104,434
| +10,423% | +$5.64M | 0.38% | 59 |
|
|
2018
Q2 | $48K | Sell |
1,002
-150
| -13% | -$7.19K | ﹤0.01% | 1066 |
|
|
2018
Q1 | $72K | Sell |
1,152
-4,226
| -79% | -$264K | 0.01% | 859 |
|
|
2017
Q4 | $329K | Buy |
5,378
+4,722
| +720% | +$289K | 0.03% | 404 |
|
|
2017
Q3 | $43K | Sell |
656
-599
| -48% | -$39.3K | ﹤0.01% | 1018 |
|
|
2017
Q2 | $97K | Sell |
1,255
-200
| -14% | -$15.5K | 0.01% | 690 |
|
|
2017
Q1 | $118K | Buy |
1,455
+326
| +29% | +$26.4K | 0.01% | 614 |
|
|
2016
Q4 | $81K | Sell |
1,129
-37
| -3% | -$2.66K | 0.01% | 671 |
|
|
2016
Q3 | $90K | Hold |
1,166
| – | – | 0.01% | 629 |
|
|
2016
Q2 | $91K | Hold |
1,166
| – | – | 0.01% | 617 |
|
|
2016
Q1 | $95K | Buy |
+1,166
| New | +$95K | 0.01% | 599 |
|