Heron Financial Group’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $357K | Buy |
3,770
+10
| +0.3% | +$946 | 0.19% | 102 |
|
|
2023
Q1 | $284K | Sell |
3,760
-15
| -0.4% | -$1.13K | 0.16% | 115 |
|
|
2022
Q4 | $289K | Sell |
3,775
-135
| -3% | -$10.3K | 0.19% | 98 |
|
|
2022
Q3 | $261K | Hold |
3,910
| – | – | 0.16% | 106 |
|
|
2022
Q2 | $204K | Hold |
3,910
| – | – | 0.12% | 131 |
|
|
2022
Q1 | $222K | Hold |
3,910
| – | – | 0.12% | 140 |
|
|
2021
Q4 | $201K | Buy |
+3,910
| New | +$201K | 0.11% | 144 |
|
|
2021
Q3 | – | Sell |
-4,040
| Closed | -$231K | – | 144 |
|
|
2021
Q2 | $231K | Sell |
4,040
-285
| -7% | -$16.3K | 0.13% | 128 |
|
|
2021
Q1 | $263K | Sell |
4,325
-50
| -1% | -$3.04K | 0.16% | 109 |
|
|
2020
Q4 | $246K | Sell |
4,375
-95
| -2% | -$5.34K | 0.17% | 116 |
|
|
2020
Q3 | $211K | Sell |
4,470
-2,121
| -32% | -$100K | 0.17% | 115 |
|
|
2020
Q2 | $325K | Sell |
6,591
-482
| -7% | -$23.8K | 0.29% | 80 |
|
|
2020
Q1 | $359K | Sell |
7,073
-408
| -5% | -$20.7K | 0.37% | 66 |
|
|
2019
Q4 | $444K | Buy |
+7,481
| New | +$444K | 0.37% | 67 |
|