LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Cardinal Health CAH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-51	Closed	-$3K	–	781
2021 Q2	$3K	Buy	+51	New	+$3K	﹤0.01%	781
2021 Q1	–	Sell	-43	Closed	-$2K	–	369
2020 Q4	$2K	Buy	+43	New	+$2K	﹤0.01%	740
2020 Q1	–	Sell	-550	Closed	-$28K	–	654
2019 Q4	$28K	Hold	550	–	–	﹤0.01%	489
2019 Q3	$26K	Hold	550	–	–	﹤0.01%	486
2019 Q2	$26K	Hold	550	–	–	﹤0.01%	485
2019 Q1	$26K	Hold	550	–	–	﹤0.01%	484
2018 Q4	$25K	Buy	550 +20	+4%	+$909	﹤0.01%	480
2018 Q3	$29K	Hold	530	–	–	﹤0.01%	464
2018 Q2	$26K	Sell	530 -473	-47%	-$23.2K	﹤0.01%	483
2018 Q1	$63K	Hold	1,003	–	–	﹤0.01%	417
2017 Q4	$61K	Hold	1,003	–	–	﹤0.01%	412
2017 Q3	$67K	Sell	1,003 -200	-17%	-$13.4K	﹤0.01%	399
2017 Q2	$93K	Hold	1,203	–	–	﹤0.01%	364
2017 Q1	$99K	Sell	1,203 -1,277	-51%	-$105K	﹤0.01%	349
2016 Q4	$178K	Hold	2,480	–	–	﹤0.01%	277
2016 Q3	$193K	Hold	2,480	–	–	﹤0.01%	262
2016 Q2	$193K	Buy	2,480 +530	+27%	+$41.2K	﹤0.01%	259
2016 Q1	$160K	Sell	1,950 -5,000	-72%	-$410K	﹤0.01%	262
2015 Q4	$620K	Buy	6,950 +1,750	+34%	+$156K	0.02%	181
2015 Q3	$435K	Hold	5,200	–	–	0.01%	212
2015 Q2	$435K	Hold	5,200	–	–	0.01%	212
2015 Q1	$469K	Sell	5,200 -3,000	-37%	-$271K	0.01%	214
2014 Q4	$662K	Buy	8,200 +8,000	+4,000%	+$646K	0.02%	176
2014 Q3	$15K	Hold	200	–	–	﹤0.01%	499
2014 Q2	$14K	Hold	200	–	–	﹤0.01%	531
2014 Q1	$14K	Hold	200	–	–	﹤0.01%	516
2013 Q4	$13K	Hold	200	–	–	﹤0.01%	504
2013 Q3	$10K	Hold	200	–	–	﹤0.01%	494
2013 Q2	$9K	Buy	+200	New	+$9K	﹤0.01%	538