SSWM
Sheets Smith Wealth Management’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
4,055
| – | – | 0.08% | 231 |
|
|
2025
Q1 | $559K | Hold |
4,055
| – | – | 0.07% | 237 |
|
|
2024
Q4 | $480K | Sell |
4,055
-90
| -2% | -$10.6K | 0.06% | 268 |
|
|
2024
Q3 | $458K | Sell |
4,145
-245
| -6% | -$27.1K | 0.06% | 264 |
|
|
2024
Q2 | $432K | Sell |
4,390
-11
| -0.2% | -$1.08K | 0.05% | 266 |
|
|
2024
Q1 | $492K | Buy |
4,401
+11
| +0.3% | +$1.23K | 0.06% | 243 |
|
|
2023
Q4 | $443K | Sell |
4,390
-700
| -14% | -$70.6K | 0.06% | 232 |
|
|
2023
Q3 | $442K | Sell |
5,090
-1,150
| -18% | -$99.8K | 0.07% | 214 |
|
|
2023
Q2 | $590K | Sell |
6,240
-13,982
| -69% | -$1.32M | 0.09% | 192 |
|
|
2023
Q1 | $1.53M | Sell |
20,222
-2,951
| -13% | -$223K | 0.23% | 102 |
|
|
2022
Q4 | $1.78M | Sell |
23,173
-15,591
| -40% | -$1.2M | 0.28% | 89 |
|
|
2022
Q3 | $2.59M | Buy |
38,764
+3,736
| +11% | +$249K | 0.43% | 61 |
|
|
2022
Q2 | $1.83M | Sell |
35,028
-996
| -3% | -$52.1K | 0.3% | 82 |
|
|
2022
Q1 | $2.04M | Sell |
36,024
-32,072
| -47% | -$1.82M | 0.28% | 83 |
|
|
2021
Q4 | $3.51M | Sell |
68,096
-5,775
| -8% | -$297K | 0.44% | 60 |
|
|
2021
Q3 | $3.65M | Buy |
73,871
+203
| +0.3% | +$10K | 0.5% | 56 |
|
|
2021
Q2 | $4.21M | Buy |
73,668
+750
| +1% | +$42.8K | 0.57% | 45 |
|
|
2021
Q1 | $4.43M | Hold |
72,918
| – | – | 0.65% | 41 |
|
|
2020
Q4 | $3.91M | Buy |
+72,918
| New | +$3.91M | 0.59% | 41 |
|
|
2017
Q4 | – | Sell |
-36,800
| Closed | -$2.46M | – | 322 |
|
|
2017
Q3 | $2.46M | Hold |
36,800
| – | – | 0.62% | 42 |
|
|
2017
Q2 | $2.87M | Buy |
36,800
+300
| +0.8% | +$23.4K | 0.76% | 34 |
|
|
2017
Q1 | $2.98M | Buy |
36,500
+2,500
| +7% | +$204K | 0.79% | 31 |
|
|
2016
Q4 | $2.45M | Sell |
34,000
-1,000
| -3% | -$72K | 0.69% | 42 |
|
|
2016
Q3 | $2.72M | Buy |
35,000
+32,000
| +1,067% | +$2.49M | 0.77% | 35 |
|
|
2016
Q2 | $234K | Buy |
+3,000
| New | +$234K | 0.07% | 225 |
|