MWPCG
Measured Wealth Private Client Group’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+1,254
| New | +$211K | 0.06% | 170 |
|
|
2024
Q3 | – | Sell |
-2,067
| Closed | -$203K | – | 183 |
|
|
2024
Q2 | $203K | Sell |
2,067
-5,822
| -74% | -$572K | 0.07% | 180 |
|
|
2024
Q1 | $883K | Buy |
7,889
+286
| +4% | +$32K | 0.31% | 48 |
|
|
2023
Q4 | $766K | Sell |
7,603
-3
| -0% | -$302 | 0.28% | 54 |
|
|
2023
Q3 | $660K | Buy |
7,606
+472
| +7% | +$41K | 0.27% | 61 |
|
|
2023
Q2 | $675K | Buy |
7,134
+120
| +2% | +$11.3K | 0.26% | 60 |
|
|
2023
Q1 | $530K | Buy |
7,014
+2,985
| +74% | +$225K | 0.2% | 77 |
|
|
2022
Q4 | $310K | Buy |
+4,029
| New | +$310K | 0.13% | 115 |
|