Integrated Wealth Concepts’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
$979K Buy
5,828
+1,465
+34% +$246K 0.01% 927
2025
Q1
$601K Buy
4,363
+280
+7% +$38.6K 0.01% 1065
2024
Q4
$483K Buy
4,083
+748
+22% +$88.5K 0.01% 1132
2024
Q3
$369K Sell
3,335
-6,506
-66% -$719K ﹤0.01% 1223
2024
Q2
$968K Buy
9,841
+204
+2% +$20.1K 0.01% 777
2024
Q1
$1.08M Sell
9,637
-308
-3% -$34.5K 0.02% 722
2023
Q4
$1M Buy
9,945
+3,993
+67% +$402K 0.02% 724
2023
Q3
$517K Sell
5,952
-121
-2% -$10.5K 0.01% 974
2023
Q2
$574K Buy
+6,073
New +$574K 0.01% 926