Pathstone Family Office’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $897K | Buy |
10,337
+7,170
| +226% | +$622K | 0.01% | 759 |
|
|
2023
Q2 | $325K | Buy |
+3,167
| New | +$325K | ﹤0.01% | 935 |
|
|
2023
Q1 | – | Sell |
-13,834
| Closed | -$769K | – | 1241 |
|
|
2022
Q4 | $769K | Buy |
13,834
+7,282
| +111% | +$405K | 0.01% | 907 |
|
|
2022
Q3 | $448K | Buy |
+6,552
| New | +$448K | ﹤0.01% | 1115 |
|
|
2021
Q1 | – | Sell |
-262
| Closed | -$14K | – | 750 |
|
|
2020
Q4 | $14K | Buy |
+262
| New | +$14K | ﹤0.01% | 789 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | – | – | 892 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 528 |
|
|
2017
Q2 | – | Sell |
-8
| Closed | -$1K | – | 420 |
|
|
2017
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 438 |
|
|
2013
Q4 | – | Sell |
-95
| Closed | -$5K | – | 215 |
|
|
2013
Q3 | $5K | Sell |
95
-35
| -27% | -$1.84K | 0.02% | 206 |
|
|
2013
Q2 | $6K | Buy |
+130
| New | +$6K | 0.01% | 265 |
|