Plante Moran Financial Advisors’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46
| Closed | -$5.44K | – | 816 |
|
|
2024
Q4 | $5.44K | Buy |
+46
| New | +$5.37K | ﹤0.01% | 673 |
|
|
2023
Q4 | – | Sell |
-463
| Closed | -$40.2K | – | 829 |
|
|
2023
Q3 | $40.2K | Hold |
463
| – | – | ﹤0.01% | 317 |
|
|
2023
Q2 | $43.8K | Hold |
463
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $34.9K | Sell |
463
-152
| -25% | -$11.5K | ﹤0.01% | 347 |
|
|
2022
Q4 | $47.3K | Buy |
615
+159
| +35% | +$12.1K | 0.01% | 312 |
|
|
2022
Q3 | $30K | Buy |
456
+4
| +0.9% | +$254 | 0.01% | 385 |
|
|
2022
Q2 | $24K | Buy |
452
+3
| +0.7% | +$171 | ﹤0.01% | 427 |
|
|
2022
Q1 | $25K | Sell |
449
-58
| -11% | -$3.11K | ﹤0.01% | 445 |
|
|
2021
Q4 | $26K | Buy |
507
+67
| +15% | +$3.29K | ﹤0.01% | 493 |
|
|
2021
Q3 | $22K | Buy |
440
+4
| +0.9% | +$217 | ﹤0.01% | 536 |
|
|
2021
Q2 | $25K | Sell |
436
-28
| -6% | -$1.64K | 0.01% | 517 |
|
|
2021
Q1 | $28K | Buy |
464
+4
| +0.9% | +$221 | 0.01% | 474 |
|
|
2020
Q4 | $25K | Buy |
460
+4
| +0.9% | +$208 | 0.01% | 477 |
|
|
2020
Q3 | $21K | Buy |
456
+117
| +35% | +$6K | 0.01% | 483 |
|
|
2020
Q2 | $18K | Buy |
339
+59
| +21% | +$3.04K | 0.01% | 444 |
|
|
2020
Q1 | $13K | Sell |
280
-221
| -44% | -$11.5K | 0.01% | 458 |
|
|
2019
Q4 | $25K | Buy |
501
+226
| +82% | +$11.7K | 0.01% | 422 |
|
|
2019
Q3 | $13K | Buy |
275
+56
| +26% | +$2.56K | ﹤0.01% | 554 |
|
|
2019
Q2 | $10K | Sell |
219
-101
| -32% | -$4.66K | ﹤0.01% | 562 |
|
|
2019
Q1 | $15K | Sell |
320
-126
| -28% | -$6.31K | ﹤0.01% | 511 |
|
|
2018
Q4 | $20K | Sell |
446
-63
| -12% | -$3.28K | 0.01% | 429 |
|
|
2018
Q3 | $27K | Hold |
509
| – | – | 0.01% | 397 |
|
|
2018
Q2 | $25K | Buy |
509
+121
| +31% | +$6.86K | 0.01% | 444 |
|
|
2018
Q1 | $24K | Hold |
388
| – | – | 0.01% | 467 |
|
|
2017
Q4 | $24K | Hold |
388
| – | – | 0.01% | 468 |
|
|
2017
Q3 | $26K | Hold |
388
| – | – | 0.02% | 426 |
|
|
2017
Q2 | $30K | Hold |
388
| – | – | 0.02% | 403 |
|
|
2017
Q1 | $32K | Hold |
388
| – | – | 0.02% | 392 |
|
|
2016
Q4 | $28K | Sell |
388
-1,071
| -73% | -$77.4K | 0.02% | 423 |
|
|
2016
Q3 | $113K | Buy |
1,459
+176
| +14% | +$14.2K | 0.08% | 186 |
|
|
2016
Q2 | $100K | Hold |
1,283
| – | – | 0.07% | 183 |
|
|
2016
Q1 | $105K | Hold |
1,283
| – | – | 0.08% | 171 |
|
|
2015
Q4 | $115K | Hold |
1,283
| – | – | 0.09% | 166 |
|
|
2015
Q3 | $99K | Buy |
1,283
+132
| +11% | +$11K | 0.08% | 177 |
|
|
2015
Q2 | $96K | Buy |
1,151
+80
| +7% | +$7.06K | 0.07% | 201 |
|
|
2015
Q1 | $97K | Buy |
1,071
+673
| +169% | +$57.9K | 0.07% | 193 |
|
|
2014
Q4 | $32K | Hold |
398
| – | – | 0.02% | 339 |
|
|
2014
Q3 | $30K | Hold |
398
| – | – | 0.03% | 334 |
|
|
2014
Q2 | $27K | Buy |
+398
| New | +$27.1K | 0.02% | 336 |
|
Other funds holding CAH
