PWS
Private Wealth Strategies’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $782K | Buy |
7,950
+351
| +5% | +$34.5K | 0.16% | 31 |
|
|
2024
Q1 | $850K | Hold |
7,599
| – | – | 0.18% | 26 |
|
|
2023
Q4 | $766K | Buy |
7,599
+209
| +3% | +$21.1K | 0.17% | 30 |
|
|
2023
Q3 | $642K | Hold |
7,390
| – | – | 0.16% | 30 |
|
|
2023
Q2 | $699K | Hold |
7,390
| – | – | 0.17% | 32 |
|
|
2023
Q1 | $558K | Hold |
7,390
| – | – | 0.14% | 42 |
|
|
2022
Q4 | $568K | Hold |
7,390
| – | – | 0.15% | 39 |
|
|
2022
Q3 | $493K | Hold |
7,390
| – | – | 0.14% | 38 |
|
|
2022
Q2 | $386K | Hold |
7,390
| – | – | 0.11% | 60 |
|
|
2022
Q1 | $419K | Sell |
7,390
-3,976
| -35% | -$225K | 0.1% | 59 |
|
|
2021
Q4 | $586K | Hold |
11,366
| – | – | 0.14% | 50 |
|
|
2021
Q3 | $563K | Buy |
11,366
+3,976
| +54% | +$197K | 0.14% | 50 |
|
|
2021
Q2 | $422K | Hold |
7,390
| – | – | 0.11% | 52 |
|
|
2021
Q1 | $449K | Hold |
7,390
| – | – | 0.12% | 52 |
|
|
2020
Q4 | $396K | Hold |
7,390
| – | – | 0.12% | 52 |
|
|
2020
Q3 | $347K | Hold |
7,390
| – | – | 0.12% | 51 |
|
|
2020
Q2 | $386K | Hold |
7,390
| – | – | 0.17% | 45 |
|
|
2020
Q1 | $354K | Hold |
7,390
| – | – | 0.18% | 49 |
|
|
2019
Q4 | $374K | Buy |
+7,390
| New | +$374K | 0.15% | 53 |
|