Heritage Wealth Advisors’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 | $38.3K | Hold |
228
| – | – | ﹤0.01% | 314 |
|
|
2025
Q1 | $31.4K | Hold |
228
| – | – | ﹤0.01% | 334 |
|
|
2024
Q4 | $27K | Hold |
228
| – | – | ﹤0.01% | 364 |
|
|
2024
Q3 | $25.2K | Sell |
228
-140
| -38% | -$15.5K | ﹤0.01% | 380 |
|
|
2024
Q2 | $36.2K | Hold |
368
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $41.2K | Hold |
368
| – | – | ﹤0.01% | 343 |
|
|
2023
Q4 | $37.1K | Hold |
368
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $32K | Hold |
368
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $34.8K | Hold |
368
| – | – | ﹤0.01% | 359 |
|
|
2023
Q1 | $27.8K | Hold |
368
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $28.3K | Hold |
368
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $24.5K | Hold |
368
| – | – | ﹤0.01% | 361 |
|
|
2022
Q2 | $19K | Buy |
368
+180
| +96% | +$9.29K | ﹤0.01% | 425 |
|
|
2022
Q1 | $11K | Hold |
188
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $10K | Buy |
188
+50
| +36% | +$2.66K | ﹤0.01% | 447 |
|
|
2021
Q3 | $6.83K | Hold |
138
| – | – | ﹤0.01% | 455 |
|
|
2021
Q2 | $7.88K | Hold |
138
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $8.38K | Hold |
138
| – | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $7K | Buy |
138
+63
| +84% | +$3.2K | ﹤0.01% | 472 |
|
|
2020
Q3 | $3.52K | Hold |
75
| – | – | ﹤0.01% | 436 |
|
|
2020
Q2 | $3.91K | Hold |
75
| – | – | ﹤0.01% | 413 |
|
|
2020
Q1 | $3.6K | Hold |
75
| – | – | ﹤0.01% | 407 |
|
|
2019
Q4 | $3.79K | Hold |
75
| – | – | ﹤0.01% | 464 |
|
|
2019
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 417 |
|
|
2019
Q2 | $3.53K | Buy |
+75
| New | +$3.53K | ﹤0.01% | 424 |
|