J.W. Cole 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 | $1.52M | Buy |
9,025
+1,078
| +14% | +$181K | 0.03% | 520 |
|
|
2025
Q1 | $1.09M | Buy |
+7,947
| New | +$1.09M | 0.03% | 511 |
|
|
2024
Q3 | – | Sell |
-2,332
| Closed | -$229K | – | 936 |
|
|
2024
Q2 | $229K | Sell |
2,332
-4,025
| -63% | -$396K | 0.01% | 795 |
|
|
2024
Q1 | $712K | Buy |
6,357
+247
| +4% | +$27.7K | 0.04% | 424 |
|
|
2023
Q4 | $616K | Buy |
+6,110
| New | +$616K | 0.04% | 428 |
|
|
2023
Q3 | – | Sell |
-2,214
| Closed | -$209K | – | 744 |
|
|
2023
Q2 | $209K | Buy |
+2,214
| New | +$209K | 0.01% | 695 |
|