MBM Wealth Consultants’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,238
| Closed | -$302K | – | 111 |
|
|
2023
Q3 | $302K | Buy |
3,238
+115
| +4% | +$10.7K | 0.13% | 72 |
|
|
2023
Q2 | $292K | Buy |
3,123
+1,037
| +50% | +$97K | 0.13% | 75 |
|
|
2023
Q1 | $230K | Hold |
2,086
| – | – | 0.09% | 86 |
|
|
2022
Q4 | $161K | Buy |
2,086
+296
| +17% | +$22.8K | 0.07% | 99 |
|
|
2022
Q3 | $122K | Buy |
1,790
+371
| +26% | +$25.3K | 0.06% | 97 |
|
|
2022
Q2 | $75K | Buy |
1,419
+45
| +3% | +$2.38K | 0.04% | 131 |
|
|
2022
Q1 | $78K | Buy |
1,374
+360
| +36% | +$20.4K | 0.03% | 145 |
|
|
2021
Q4 | $52K | Buy |
1,014
+495
| +95% | +$25.4K | 0.02% | 157 |
|
|
2021
Q3 | $26K | Buy |
519
+144
| +38% | +$7.21K | 0.01% | 195 |
|
|
2021
Q2 | $21K | Hold |
375
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $23K | Buy |
+375
| New | +$23K | 0.01% | 182 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 211 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 190 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 205 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 200 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 212 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 206 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 220 |
|