Security National Trust’s Cardinal Health CAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $154K | Hold |
2,700
| – | – | 0.04% | 179 |
|
|
2021
Q2 | $154K | Hold |
2,700
| – | – | 0.03% | 187 |
|
|
2021
Q1 | $164K | Hold |
2,700
| – | – | 0.04% | 179 |
|
|
2020
Q4 | $145K | Sell |
2,700
-100
| -4% | -$5.37K | 0.04% | 187 |
|
|
2020
Q3 | $131K | Hold |
2,800
| – | – | 0.04% | 184 |
|
|
2020
Q2 | $146K | Hold |
2,800
| – | – | 0.04% | 173 |
|
|
2020
Q1 | $134K | Hold |
2,800
| – | – | 0.05% | 172 |
|
|
2019
Q4 | $142K | Hold |
2,800
| – | – | 0.04% | 188 |
|
|
2019
Q3 | $133K | Sell |
2,800
-100
| -3% | -$4.75K | 0.04% | 181 |
|
|
2019
Q2 | $136K | Sell |
2,900
-50
| -2% | -$2.35K | 0.04% | 183 |
|
|
2019
Q1 | $142K | Hold |
2,950
| – | – | 0.05% | 179 |
|
|
2018
Q4 | $132K | Hold |
2,950
| – | – | 0.05% | 178 |
|
|
2018
Q3 | $159K | Hold |
2,950
| – | – | 0.05% | 180 |
|
|
2018
Q2 | $144K | Hold |
2,950
| – | – | 0.05% | 186 |
|
|
2018
Q1 | $185K | Sell |
2,950
-300
| -9% | -$18.8K | 0.06% | 164 |
|
|
2017
Q4 | $199K | Hold |
3,250
| – | – | 0.06% | 162 |
|
|
2017
Q3 | $217K | Sell |
3,250
-200
| -6% | -$13.4K | 0.07% | 163 |
|
|
2017
Q2 | $269K | Hold |
3,450
| – | – | 0.09% | 153 |
|
|
2017
Q1 | $282K | Hold |
3,450
| – | – | 0.1% | 151 |
|
|
2016
Q4 | $249K | Sell |
3,450
-59
| -2% | -$4.26K | 0.09% | 152 |
|
|
2016
Q3 | $273K | Sell |
3,509
-25
| -0.7% | -$1.95K | 0.1% | 150 |
|
|
2016
Q2 | $275K | Buy |
3,534
+100
| +3% | +$7.78K | 0.1% | 146 |
|
|
2016
Q1 | $281K | Hold |
3,434
| – | – | 0.11% | 143 |
|
|
2015
Q4 | $306K | Hold |
3,434
| – | – | 0.12% | 134 |
|
|
2015
Q3 | $263K | Hold |
3,434
| – | – | 0.1% | 154 |
|
|
2015
Q2 | $287K | Hold |
3,434
| – | – | 0.1% | 159 |
|
|
2015
Q1 | $310K | Hold |
3,434
| – | – | 0.11% | 150 |
|
|
2014
Q4 | $277K | Buy |
3,434
+2,375
| +224% | +$192K | 0.1% | 158 |
|
|
2014
Q3 | $79K | Hold |
1,059
| – | – | 0.03% | 240 |
|
|
2014
Q2 | $73K | Hold |
1,059
| – | – | 0.03% | 249 |
|
|
2014
Q1 | $74K | Hold |
1,059
| – | – | 0.03% | 249 |
|
|
2013
Q4 | $70K | Hold |
1,059
| – | – | 0.03% | 247 |
|
|
2013
Q3 | $55K | Buy |
1,059
+59
| +6% | +$3.06K | 0.02% | 254 |
|
|
2013
Q2 | $48K | Buy |
+1,000
| New | +$48K | 0.02% | 261 |
|