Heritage Wealth Management (Ohio)’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
$489K Hold
2,910
0.16% 140
2025
Q1
$401K Sell
2,910
-40
-1% -$5.51K 0.14% 159
2024
Q4
$349K Hold
2,950
0.12% 171
2024
Q3
$326K Hold
2,950
0.11% 173
2024
Q2
$283K Buy
+2,950
New +$283K 0.09% 187