Perigon Wealth Management’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 | $389K | Buy |
2,314
+72
| +3% | +$12.1K | 0.01% | 752 |
|
|
2025
Q1 | $309K | Buy |
2,242
+90
| +4% | +$12.4K | 0.01% | 801 |
|
|
2024
Q4 | $273K | Buy |
2,152
+247
| +13% | +$31.4K | 0.01% | 852 |
|
|
2024
Q3 | $211K | Buy |
+1,905
| New | +$211K | 0.01% | 918 |
|
|
2024
Q2 | – | Sell |
-1,833
| Closed | -$205K | – | 868 |
|
|
2024
Q1 | $205K | Buy |
+1,833
| New | +$205K | 0.01% | 806 |
|
|
2021
Q1 | – | Sell |
-844
| Closed | -$45K | – | 564 |
|
|
2020
Q4 | $45K | Buy |
+844
| New | +$45K | 0.01% | 766 |
|
|
2018
Q2 | – | Sell |
-249
| Closed | -$16K | – | 290 |
|
|
2018
Q1 | $16K | Hold |
249
| – | – | 0.01% | 465 |
|
|
2017
Q4 | $15K | Sell |
249
-296
| -54% | -$17.8K | 0.01% | 449 |
|
|
2017
Q3 | $37K | Sell |
545
-36
| -6% | -$2.44K | 0.01% | 371 |
|
|
2017
Q2 | $46K | Hold |
581
| – | – | 0.01% | 383 |
|
|
2017
Q1 | $48K | Hold |
581
| – | – | 0.01% | 397 |
|
|
2016
Q4 | $48K | Hold |
581
| – | – | 0.01% | 368 |
|
|
2016
Q3 | $45K | Hold |
581
| – | – | 0.01% | 324 |
|
|
2016
Q2 | $45K | Sell |
581
-63
| -10% | -$4.88K | 0.01% | 287 |
|
|
2016
Q1 | $53K | Buy |
+644
| New | +$53K | 0.02% | 193 |
|