LMG Wealth Partners’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 | $9.86M | Sell |
58,712
-18,246
| -24% | -$3.07M | 2.03% | 11 |
|
2025
Q1 | $10.6M | Sell |
76,958
-13,849
| -15% | -$1.91M | 2.36% | 10 |
|
2024
Q4 | $10.7M | Buy |
90,807
+756
| +0.8% | +$89.4K | 2.34% | 9 |
|
2024
Q3 | $9.95M | Buy |
90,051
+1,439
| +2% | +$159K | 2.28% | 10 |
|
2024
Q2 | $8.71M | Buy |
88,612
+1,681
| +2% | +$165K | 2.17% | 12 |
|
2024
Q1 | $9.73M | Sell |
86,931
-23,573
| -21% | -$2.64M | 2.45% | 10 |
|
2023
Q4 | $11.1M | Sell |
110,504
-5,328
| -5% | -$537K | 3.09% | 6 |
|
2023
Q3 | $10.1M | Sell |
115,832
-6,094
| -5% | -$529K | 3.06% | 6 |
|
2023
Q2 | $11.5M | Sell |
121,926
-368
| -0.3% | -$34.8K | 3.53% | 4 |
|
2023
Q1 | $9.23M | Sell |
122,294
-6,755
| -5% | -$510K | 2.98% | 7 |
|
2022
Q4 | $9.86M | Buy |
+129,049
| New | +$9.86M | 3.26% | 5 |
|