JPWM
Jamison Private Wealth Management’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
25,504
+1,169
| +5% | +$196K | 0.62% | 50 |
|
|
2025
Q1 | $3.35M | Sell |
24,335
-126
| -0.5% | -$17.4K | 0.51% | 53 |
|
|
2024
Q4 | $2.89M | Buy |
24,461
+648
| +3% | +$76.6K | 0.43% | 57 |
|
|
2024
Q3 | $2.63M | Buy |
23,813
+915
| +4% | +$101K | 0.4% | 63 |
|
|
2024
Q2 | $2.25M | Sell |
22,898
-58
| -0.3% | -$5.7K | 0.37% | 60 |
|
|
2024
Q1 | $2.57M | Buy |
22,956
+51
| +0.2% | +$5.71K | 0.43% | 58 |
|
|
2023
Q4 | $2.31M | Sell |
22,905
-483
| -2% | -$48.7K | 0.43% | 61 |
|
|
2023
Q3 | $2.03M | Buy |
+23,388
| New | +$2.03M | 0.42% | 64 |
|