Octavia Wealth Advisors’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,313
| Closed | -$522K | – | 224 |
|
|
2024
Q2 | $522K | Sell |
5,313
-360
| -6% | -$35.4K | 0.07% | 107 |
|
|
2024
Q1 | $638K | Sell |
5,673
-434
| -7% | -$48.8K | 0.09% | 97 |
|
|
2023
Q4 | $619K | Sell |
6,107
-734
| -11% | -$74.4K | 0.11% | 100 |
|
|
2023
Q3 | $594K | Sell |
6,841
-40
| -0.6% | -$3.47K | 0.12% | 92 |
|
|
2023
Q2 | $654K | Sell |
6,881
-53
| -0.8% | -$5.04K | 0.13% | 79 |
|
|
2023
Q1 | $527K | Sell |
6,934
-146
| -2% | -$11.1K | 0.12% | 87 |
|
|
2022
Q4 | $548K | Sell |
7,080
-20
| -0.3% | -$1.55K | 0.14% | 84 |
|
|
2022
Q3 | $477K | Buy |
7,100
+28
| +0.4% | +$1.88K | 0.13% | 88 |
|
|
2022
Q2 | $371K | Sell |
7,072
-494
| -7% | -$25.9K | 0.1% | 115 |
|
|
2022
Q1 | $433K | Sell |
7,566
-2,189
| -22% | -$125K | 0.1% | 110 |
|
|
2021
Q4 | $507K | Buy |
9,755
+22
| +0.2% | +$1.14K | 0.11% | 103 |
|
|
2021
Q3 | $487K | Buy |
9,733
+4,036
| +71% | +$202K | 0.12% | 97 |
|
|
2021
Q2 | $328K | Buy |
5,697
+1,627
| +40% | +$93.7K | 0.09% | 121 |
|
|
2021
Q1 | $249K | Buy |
+4,070
| New | +$249K | 0.07% | 150 |
|