Independent Solutions Wealth Management’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,366
| Closed | -$238K | – | 173 |
|
|
2023
Q4 | $238K | Sell |
2,366
-2,107
| -47% | -$212K | 0.06% | 154 |
|
|
2023
Q3 | $388K | Buy |
4,473
+1,428
| +47% | +$124K | 0.1% | 143 |
|
|
2023
Q2 | $288K | Buy |
+3,045
| New | +$288K | 0.07% | 175 |
|
|
2022
Q2 | – | Sell |
-8,593
| Closed | -$487K | – | 223 |
|
|
2022
Q1 | $487K | Sell |
8,593
-261
| -3% | -$14.8K | 0.11% | 137 |
|
|
2021
Q4 | $456K | Sell |
8,854
-854
| -9% | -$44K | 0.11% | 145 |
|
|
2021
Q3 | $480K | Buy |
+9,708
| New | +$480K | 0.12% | 137 |
|