Pacific Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-626
| Closed | -$74K | – | 129 |
|
2024
Q4 | $74K | Hold |
626
| – | – | 0.01% | 125 |
|
2024
Q3 | $69.2K | Hold |
626
| – | – | 0.01% | 134 |
|
2024
Q2 | $61.5K | Hold |
626
| – | – | 0.01% | 139 |
|
2024
Q1 | $70K | Hold |
626
| – | – | 0.02% | 111 |
|
2023
Q4 | $63.1K | Buy |
+626
| New | +$63.1K | 0.02% | 115 |
|
2020
Q4 | – | Sell |
-729
| Closed | -$34K | – | 86 |
|
2020
Q3 | $34K | Buy |
+729
| New | +$34K | 0.02% | 121 |
|