Optimum Investment Advisors’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 | $84K | Hold |
500
| – | – | 0.04% | 278 |
|
|
2025
Q1 | $68.9K | Sell |
500
-1,100
| -69% | -$152K | 0.03% | 295 |
|
|
2024
Q4 | $189K | Hold |
1,600
| – | – | 0.08% | 184 |
|
|
2024
Q3 | $177K | Hold |
1,600
| – | – | 0.08% | 200 |
|
|
2024
Q2 | $157K | Hold |
1,600
| – | – | 0.07% | 211 |
|
|
2024
Q1 | $179K | Sell |
1,600
-200
| -11% | -$22.4K | 0.08% | 198 |
|
|
2023
Q4 | $181K | Hold |
1,800
| – | – | 0.09% | 192 |
|
|
2023
Q3 | $156K | Hold |
1,800
| – | – | 0.08% | 203 |
|
|
2023
Q2 | $170K | Hold |
1,800
| – | – | 0.08% | 209 |
|
|
2023
Q1 | $136K | Buy |
1,800
+183
| +11% | +$13.8K | 0.07% | 225 |
|
|
2022
Q4 | $124K | Hold |
1,617
| – | – | 0.07% | 234 |
|
|
2022
Q3 | $108K | Sell |
1,617
-83
| -5% | -$5.54K | 0.06% | 260 |
|
|
2022
Q2 | $89K | Sell |
1,700
-1,800
| -51% | -$94.2K | 0.04% | 303 |
|
|
2022
Q1 | $198K | Sell |
3,500
-500
| -13% | -$28.3K | 0.08% | 205 |
|
|
2021
Q4 | $206K | Hold |
4,000
| – | – | 0.08% | 212 |
|
|
2021
Q3 | $198K | Sell |
4,000
-500
| -11% | -$24.8K | 0.08% | 217 |
|
|
2021
Q2 | $257K | Buy |
4,500
+800
| +22% | +$45.7K | 0.08% | 221 |
|
|
2021
Q1 | $225K | Hold |
3,700
| – | – | 0.07% | 246 |
|
|
2020
Q4 | $198K | Hold |
3,700
| – | – | 0.06% | 246 |
|
|
2020
Q3 | $174K | Sell |
3,700
-400
| -10% | -$18.8K | 0.06% | 246 |
|
|
2020
Q2 | $214K | Buy |
+4,100
| New | +$214K | 0.07% | 229 |
|
|
2019
Q3 | – | Sell |
-450
| Closed | -$21K | – | 980 |
|
|
2019
Q2 | $21K | Hold |
450
| – | – | 0.01% | 661 |
|
|
2019
Q1 | $22K | Hold |
450
| – | – | 0.01% | 663 |
|
|
2018
Q4 | $20K | Sell |
450
-900
| -67% | -$40K | 0.01% | 649 |
|
|
2018
Q3 | $73K | Sell |
1,350
-700
| -34% | -$37.9K | 0.02% | 454 |
|
|
2018
Q2 | $100K | Hold |
2,050
| – | – | 0.03% | 400 |
|
|
2018
Q1 | $128K | Buy |
+2,050
| New | +$128K | 0.04% | 353 |
|
|
2017
Q2 | – | Sell |
-2,491
| Closed | -$203K | – | 296 |
|
|
2017
Q1 | $203K | Buy |
+2,491
| New | +$203K | 0.07% | 272 |
|
|
2016
Q4 | – | Sell |
-2,591
| Closed | -$201K | – | 279 |
|
|
2016
Q3 | $201K | Hold |
2,591
| – | – | 0.08% | 272 |
|
|
2016
Q2 | $202K | Sell |
2,591
-240
| -8% | -$18.7K | 0.08% | 259 |
|
|
2016
Q1 | $232K | Hold |
2,831
| – | – | 0.09% | 228 |
|
|
2015
Q4 | $253K | Hold |
2,831
| – | – | 0.1% | 227 |
|
|
2015
Q3 | $217K | Buy |
+2,831
| New | +$217K | 0.09% | 244 |
|
|
2015
Q1 | $255K | Sell |
2,831
-2,150
| -43% | -$194K | 0.08% | 250 |
|
|
2014
Q4 | $229K | Buy |
4,981
+2,150
| +76% | +$98.8K | 0.07% | 249 |
|
|
2014
Q3 | $216K | Sell |
2,831
-605
| -18% | -$46.2K | 0.07% | 243 |
|
|
2014
Q2 | $236K | Buy |
3,436
+381
| +12% | +$26.2K | 0.08% | 235 |
|
|
2014
Q1 | $214K | Hold |
3,055
| – | – | 0.08% | 214 |
|
|
2013
Q4 | $204K | Sell |
3,055
-147
| -5% | -$9.82K | 0.08% | 212 |
|
|
2013
Q3 | $167K | Buy |
+3,202
| New | +$167K | 0.07% | 225 |
|