Kapstone Financial 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 | $907K | Buy |
5,401
+595
| +12% | +$100K | 0.45% | 35 |
|
|
2025
Q1 | $662K | Hold |
4,806
| – | – | 0.37% | 41 |
|
|
2024
Q4 | $614K | Buy |
4,806
+160
| +3% | +$20.4K | 0.33% | 51 |
|
|
2024
Q3 | $510K | Hold |
4,646
| – | – | 0.31% | 61 |
|
|
2024
Q2 | $457K | Buy |
4,646
+230
| +5% | +$22.6K | 0.3% | 59 |
|
|
2024
Q1 | $494K | Buy |
4,416
+50
| +1% | +$5.6K | 0.34% | 56 |
|
|
2023
Q4 | $462K | Buy |
4,366
+195
| +5% | +$20.6K | 0.36% | 54 |
|
|
2023
Q3 | $362K | Buy |
4,171
+213
| +5% | +$18.5K | 0.33% | 60 |
|
|
2023
Q2 | $363K | Hold |
3,958
| – | – | 0.3% | 65 |
|
|
2023
Q1 | $319K | Buy |
3,958
+400
| +11% | +$32.3K | 0.29% | 68 |
|
|
2022
Q4 | $271K | Buy |
+3,558
| New | +$271K | 0.25% | 78 |
|