Summit Securities Group’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 | $111K | Buy |
660
+196
| +42% | +$32.9K | 0.02% | 243 |
|
|
2025
Q1 | $63.9K | Sell |
464
-5,436
| -92% | -$749K | 0.01% | 191 |
|
|
2024
Q4 | $698K | Buy |
+5,900
| New | +$698K | 0.14% | 42 |
|
|
2024
Q3 | – | Sell |
-2,645
| Closed | -$260K | – | 487 |
|
|
2024
Q2 | $260K | Buy |
+2,645
| New | +$260K | 0.05% | 74 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$30K | – | 363 |
|
|
2023
Q4 | $30K | Buy |
+300
| New | +$30K | ﹤0.01% | 260 |
|
|
2023
Q3 | – | Sell |
-1,633
| Closed | -$154K | – | 450 |
|
|
2023
Q2 | $154K | Buy |
1,633
+939
| +135% | +$88.6K | 0.02% | 150 |
|
|
2023
Q1 | $52K | Sell |
694
-7,283
| -91% | -$546K | ﹤0.01% | 288 |
|
|
2022
Q4 | $613K | Buy |
7,977
+6,677
| +514% | +$513K | 0.02% | 82 |
|
|
2022
Q3 | $87K | Sell |
1,300
-69
| -5% | -$4.62K | 0.01% | 375 |
|
|
2022
Q2 | $72K | Sell |
1,369
-8,344
| -86% | -$439K | 0.01% | 309 |
|
|
2022
Q1 | $551K | Buy |
9,713
+1,183
| +14% | +$67.1K | 0.06% | 116 |
|
|
2021
Q4 | $439K | Buy |
+8,530
| New | +$439K | 0.02% | 243 |
|
|
2021
Q3 | – | Sell |
-4,980
| Closed | -$284K | – | 348 |
|
|
2021
Q2 | $284K | Sell |
4,980
-6,320
| -56% | -$360K | 0.02% | 255 |
|
|
2021
Q1 | $686K | Buy |
+11,300
| New | +$686K | 0.08% | 120 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 216 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 160 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 164 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 243 |
|
|
2015
Q3 | – | Sell |
-981
| Closed | -$82K | – | 325 |
|
|
2015
Q2 | $82K | Buy |
981
+537
| +121% | +$44.9K | 0.04% | 150 |
|
|
2015
Q1 | $40K | Sell |
444
-556
| -56% | -$50.1K | 0.03% | 170 |
|
|
2014
Q4 | $81K | Buy |
+1,000
| New | +$81K | 0.02% | 264 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$7K | – | 554 |
|
|
2014
Q2 | $7K | Sell |
100
-800
| -89% | -$56K | ﹤0.01% | 401 |
|
|
2014
Q1 | $63K | Buy |
900
+700
| +350% | +$49K | 0.04% | 161 |
|
|
2013
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 320 |
|