Herold 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 | $462K | Hold |
2,750
| – | – | 0.1% | 194 |
|
|
2025
Q1 | $379K | Buy |
2,750
+150
| +6% | +$20.7K | 0.08% | 199 |
|
|
2024
Q4 | $308K | Hold |
2,600
| – | – | 0.07% | 216 |
|
|
2024
Q3 | $287K | Hold |
2,600
| – | – | 0.06% | 225 |
|
|
2024
Q2 | $256K | Hold |
2,600
| – | – | 0.06% | 231 |
|
|
2024
Q1 | $291K | Hold |
2,600
| – | – | 0.07% | 220 |
|
|
2023
Q4 | $262K | Hold |
2,600
| – | – | 0.07% | 209 |
|
|
2023
Q3 | $226K | Sell |
2,600
-1,000
| -28% | -$86.8K | 0.07% | 222 |
|
|
2023
Q2 | $340K | Hold |
3,600
| – | – | 0.1% | 187 |
|
|
2023
Q1 | $272K | Hold |
3,600
| – | – | 0.09% | 196 |
|
|
2022
Q4 | $277K | Buy |
3,600
+500
| +16% | +$38.4K | 0.12% | 168 |
|
|
2022
Q3 | $206K | Buy |
+3,100
| New | +$206K | 0.1% | 177 |
|
|
2022
Q2 | – | Sell |
-2,950
| Closed | -$167K | – | 254 |
|
|
2022
Q1 | $167K | Buy |
+2,950
| New | +$167K | 0.06% | 218 |
|
|
2021
Q4 | – | Sell |
-3,350
| Closed | -$165K | – | 261 |
|
|
2021
Q3 | $165K | Buy |
+3,350
| New | +$165K | 0.06% | 221 |
|