JFS Wealth 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 | $40.2K | Hold |
239
| – | – | ﹤0.01% | 507 |
|
|
2025
Q1 | $32.9K | Hold |
239
| – | – | ﹤0.01% | 551 |
|
|
2024
Q4 | $28.3K | Hold |
239
| – | – | ﹤0.01% | 560 |
|
|
2024
Q3 | $26.4K | Buy |
239
+4
| +2% | +$442 | ﹤0.01% | 585 |
|
|
2024
Q2 | $23.1K | Sell |
235
-4
| -2% | -$393 | ﹤0.01% | 570 |
|
|
2024
Q1 | $26.7K | Sell |
239
-38
| -14% | -$4.25K | ﹤0.01% | 565 |
|
|
2023
Q4 | $27.9K | Buy |
277
+41
| +17% | +$4.13K | ﹤0.01% | 514 |
|
|
2023
Q3 | $20.5K | Hold |
236
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $22.3K | Sell |
236
-48
| -17% | -$4.54K | ﹤0.01% | 524 |
|
|
2023
Q1 | $21.4K | Sell |
284
-21
| -7% | -$1.59K | ﹤0.01% | 522 |
|
|
2022
Q4 | $23.4K | Buy |
305
+2
| +0.7% | +$154 | ﹤0.01% | 498 |
|
|
2022
Q3 | $20K | Sell |
303
-439
| -59% | -$29K | ﹤0.01% | 567 |
|
|
2022
Q2 | $39K | Sell |
742
-27
| -4% | -$1.42K | ﹤0.01% | 439 |
|
|
2022
Q1 | $44K | Sell |
769
-44
| -5% | -$2.52K | ﹤0.01% | 449 |
|
|
2021
Q4 | $42K | Buy |
813
+44
| +6% | +$2.27K | ﹤0.01% | 449 |
|
|
2021
Q3 | $38K | Hold |
769
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $44K | Sell |
769
-53
| -6% | -$3.03K | 0.01% | 284 |
|
|
2021
Q1 | $50K | Hold |
822
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $44K | Sell |
822
-1,155
| -58% | -$61.8K | 0.01% | 258 |
|
|
2020
Q3 | $93K | Hold |
1,977
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $103K | Sell |
1,977
-142
| -7% | -$7.4K | 0.03% | 176 |
|
|
2020
Q1 | $102K | Hold |
2,119
| – | – | 0.03% | 167 |
|
|
2019
Q4 | $107K | Hold |
2,119
| – | – | 0.03% | 192 |
|
|
2019
Q3 | $100K | Hold |
2,119
| – | – | 0.03% | 188 |
|
|
2019
Q2 | $100K | Hold |
2,119
| – | – | 0.03% | 187 |
|
|
2019
Q1 | $102K | Buy |
2,119
+4
| +0.2% | +$193 | 0.03% | 178 |
|
|
2018
Q4 | $94K | Sell |
2,115
-1,327
| -39% | -$59K | 0.03% | 180 |
|
|
2018
Q3 | $186K | Hold |
3,442
| – | – | 0.05% | 144 |
|
|
2018
Q2 | $168K | Buy |
3,442
+160
| +5% | +$7.81K | 0.04% | 150 |
|
|
2018
Q1 | $206K | Buy |
3,282
+12
| +0.4% | +$753 | 0.05% | 138 |
|
|
2017
Q4 | $200K | Buy |
3,270
+186
| +6% | +$11.4K | 0.05% | 138 |
|
|
2017
Q3 | $206K | Buy |
3,084
+1,135
| +58% | +$75.8K | 0.05% | 125 |
|
|
2017
Q2 | $152K | Buy |
1,949
+244
| +14% | +$19K | 0.04% | 147 |
|
|
2017
Q1 | $123K | Hold |
1,705
| – | – | 0.03% | 159 |
|
|
2016
Q4 | $123K | Buy |
1,705
+21
| +1% | +$1.52K | 0.03% | 159 |
|
|
2016
Q3 | $131K | Sell |
1,684
-76
| -4% | -$5.91K | 0.04% | 162 |
|
|
2016
Q2 | $137K | Buy |
1,760
+1,739
| +8,281% | +$135K | 0.04% | 189 |
|
|
2016
Q1 | $2K | Sell |
21
-43
| -67% | -$4.1K | ﹤0.01% | 511 |
|
|
2015
Q4 | $6K | Buy |
+64
| New | +$6K | ﹤0.01% | 438 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$8K | – | 512 |
|
|
2014
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 382 |
|
|
2013
Q4 | – | Sell |
-7,557
| Closed | -$394K | – | 130 |
|
|
2013
Q3 | $394K | Buy |
7,557
+851
| +13% | +$44.4K | 0.18% | 81 |
|
|
2013
Q2 | $317K | Buy |
+6,706
| New | +$317K | 0.16% | 87 |
|