JNBA Financial Advisors’s Cardinal Health CAH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109K	Hold	516	–	–	0.01%	228
2025 Q4	$106K	Buy	516 +12	+2%	+$2.26K	0.01%	234
2025 Q3	$79.1K	Buy	+504	New	+$77.9K	0.01%	256
2023 Q2	–	Sell	-300	Closed	-$22.6K	–	711
2023 Q1	$22.6K	Sell	300 -400	-57%	-$30.2K	﹤0.01%	378
2022 Q4	$53.8K	Hold	700	–	–	0.01%	274
2022 Q3	$47K	Hold	700	–	–	0.01%	281
2022 Q2	$37K	Sell	700 -300	-30%	-$17.1K	0.01%	307
2022 Q1	$57K	Sell	1,000 -500	-33%	-$26.8K	0.01%	275
2021 Q4	$77K	Hold	1,500	–	–	0.01%	256
2021 Q3	$74K	Hold	1,500	–	–	0.01%	254
2021 Q2	$86K	Hold	1,500	–	–	0.01%	238
2021 Q1	$91K	Hold	1,500	–	–	0.01%	227
2020 Q4	$80K	Hold	1,500	–	–	0.01%	225
2020 Q3	$70K	Hold	1,500	–	–	0.01%	214
2020 Q2	$78K	Hold	1,500	–	–	0.02%	202
2020 Q1	$72K	Sell	1,500 -260	-15%	-$13.5K	0.02%	192
2019 Q4	$89K	Hold	1,760	–	–	0.02%	191
2019 Q3	$83K	Hold	1,760	–	–	0.02%	183
2019 Q2	$83K	Hold	1,760	–	–	0.02%	191
2019 Q1	$85K	Hold	1,760	–	–	0.02%	183
2018 Q4	$78K	Buy	+1,760	New	+$91.7K	0.02%	175
2018 Q3	–	Sell	-2,560	Closed	-$125K	–	517
2018 Q2	$125K	Hold	2,560	–	–	0.03%	156
2018 Q1	$160K	Buy	2,560 +700	+38%	+$48K	0.03%	138
2017 Q4	$114K	Buy	1,860 +1,600	+615%	+$98.9K	0.02%	162
2017 Q3	$17K	Hold	260	–	–	﹤0.01%	312
2017 Q2	$20K	Hold	260	–	–	﹤0.01%	287
2017 Q1	$21K	Hold	260	–	–	0.01%	285
2016 Q4	$19K	Sell	260 -1,862	-88%	-$135K	﹤0.01%	302
2016 Q3	$165K	Buy	+2,122	New	+$171K	0.02%	260