KFP
Keystone Financial Planning’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,773
| Closed | -$354K | – | 47 |
|
|
2022
Q2 | $354K | Sell |
6,773
-44
| -0.6% | -$2.3K | 0.12% | 44 |
|
|
2022
Q1 | $387K | Hold |
6,817
| – | – | 0.13% | 44 |
|
|
2021
Q4 | $351K | Hold |
6,817
| – | – | 0.12% | 44 |
|
|
2021
Q3 | $337K | Hold |
6,817
| – | – | 0.12% | 43 |
|
|
2021
Q2 | $389K | Hold |
6,817
| – | – | 0.14% | 41 |
|
|
2021
Q1 | $414K | Hold |
6,817
| – | – | 0.15% | 39 |
|
|
2020
Q4 | $365K | Hold |
6,817
| – | – | 0.15% | 41 |
|
|
2020
Q3 | $320K | Hold |
6,817
| – | – | 0.15% | 42 |
|
|
2020
Q2 | $356K | Sell |
6,817
-48
| -0.7% | -$2.51K | 0.18% | 42 |
|
|
2020
Q1 | $329K | Sell |
6,865
-90,407
| -93% | -$4.33M | 0.19% | 41 |
|
|
2019
Q4 | $4.92M | Sell |
97,272
-208
| -0.2% | -$10.5K | 2.2% | 24 |
|
|
2019
Q3 | $4.6M | Sell |
97,480
-1,372
| -1% | -$64.7K | 2.2% | 24 |
|
|
2019
Q2 | $4.66M | Sell |
98,852
-1,230
| -1% | -$57.9K | 2.28% | 24 |
|
|
2019
Q1 | $4.82M | Buy |
100,082
+1,789
| +2% | +$86.1K | 2.38% | 23 |
|
|
2018
Q4 | $4.38M | Buy |
98,293
+3,154
| +3% | +$141K | 2.45% | 22 |
|
|
2018
Q3 | $5.14M | Buy |
95,139
+11,622
| +14% | +$628K | 2.62% | 22 |
|
|
2018
Q2 | $4.08M | Buy |
83,517
+19,527
| +31% | +$953K | 2.25% | 24 |
|
|
2018
Q1 | $4.01M | Buy |
63,990
+1,204
| +2% | +$75.5K | 2.24% | 24 |
|
|
2017
Q4 | $3.85M | Buy |
62,786
+56,018
| +828% | +$3.43M | 2.05% | 23 |
|
|
2017
Q3 | $453K | Hold |
6,768
| – | – | 0.26% | 41 |
|
|
2017
Q2 | $527K | Hold |
6,768
| – | – | 0.32% | 40 |
|
|
2017
Q1 | $552K | Hold |
6,768
| – | – | 0.34% | 39 |
|
|
2016
Q4 | $487K | Hold |
6,768
| – | – | 0.32% | 38 |
|
|
2016
Q3 | $526K | Hold |
6,768
| – | – | 0.35% | 37 |
|
|
2016
Q2 | $528K | Hold |
6,768
| – | – | 0.36% | 37 |
|
|
2016
Q1 | $555K | Hold |
6,768
| – | – | 0.4% | 38 |
|
|
2015
Q4 | $604K | Hold |
6,768
| – | – | 0.46% | 36 |
|
|
2015
Q3 | $520K | Hold |
6,768
| – | – | 0.42% | 36 |
|
|
2015
Q2 | $566K | Hold |
6,768
| – | – | 0.43% | 35 |
|
|
2015
Q1 | $611K | Hold |
6,768
| – | – | 0.46% | 35 |
|
|
2014
Q4 | $546K | Hold |
6,768
| – | – | 0.4% | 38 |
|
|
2014
Q3 | $507K | Hold |
6,768
| – | – | 0.38% | 38 |
|
|
2014
Q2 | $464K | Hold |
6,768
| – | – | 0.35% | 41 |
|
|
2014
Q1 | $474K | Hold |
6,768
| – | – | 0.37% | 44 |
|
|
2013
Q4 | $452K | Buy |
+6,768
| New | +$452K | 0.36% | 45 |
|