GWAM
Guardian Wealth Advisors (Minnesota)’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
6,664
-79
| -1% | -$13.3K | 0.66% | 18 |
|
|
2025
Q1 | $929K | Sell |
6,743
-526
| -7% | -$72.5K | 0.6% | 23 |
|
|
2024
Q4 | $860K | Sell |
7,269
-244
| -3% | -$28.9K | 0.55% | 23 |
|
|
2024
Q3 | $830K | Sell |
7,513
-45
| -0.6% | -$4.97K | 0.51% | 26 |
|
|
2024
Q2 | $743K | Sell |
7,558
-151
| -2% | -$14.8K | 0.48% | 27 |
|
|
2024
Q1 | $863K | Sell |
7,709
-562
| -7% | -$62.9K | 0.56% | 23 |
|
|
2023
Q4 | $834K | Sell |
8,271
-47
| -0.6% | -$4.74K | 0.58% | 21 |
|
|
2023
Q3 | $722K | Buy |
8,318
+140
| +2% | +$12.2K | 0.55% | 24 |
|
|
2023
Q2 | $773K | Buy |
8,178
+143
| +2% | +$13.5K | 0.57% | 24 |
|
|
2023
Q1 | $607K | Buy |
8,035
+813
| +11% | +$61.4K | 0.48% | 33 |
|
|
2022
Q4 | $555K | Sell |
7,222
-148
| -2% | -$11.4K | 0.49% | 31 |
|
|
2022
Q3 | $491K | Buy |
7,370
+145
| +2% | +$9.66K | 0.48% | 36 |
|
|
2022
Q2 | $378K | Buy |
7,225
+633
| +10% | +$33.1K | 0.35% | 44 |
|
|
2022
Q1 | $374K | Buy |
6,592
+827
| +14% | +$46.9K | 0.31% | 46 |
|
|
2021
Q4 | $297K | Buy |
5,765
+413
| +8% | +$21.3K | 0.24% | 55 |
|
|
2021
Q3 | $265K | Sell |
5,352
-526
| -9% | -$26K | 0.24% | 55 |
|
|
2021
Q2 | $336K | Buy |
5,878
+126
| +2% | +$7.2K | 0.29% | 51 |
|
|
2021
Q1 | $349K | Buy |
5,752
+371
| +7% | +$22.5K | 0.32% | 51 |
|
|
2020
Q4 | $288K | Buy |
+5,381
| New | +$288K | 0.29% | 53 |
|