Summit Trail Advisors’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 | $682K | Buy |
4,058
+1,397
| +52% | +$235K | 0.01% | 611 |
|
|
2025
Q1 | $367K | Buy |
2,661
+489
| +23% | +$67.4K | 0.01% | 288 |
|
|
2024
Q4 | $257K | Sell |
2,172
-1,818
| -46% | -$215K | 0.01% | 323 |
|
|
2024
Q3 | $441K | Buy |
3,990
+1,373
| +52% | +$152K | 0.01% | 426 |
|
|
2024
Q2 | $257K | Buy |
2,617
+247
| +10% | +$24.3K | 0.01% | 525 |
|
|
2024
Q1 | $266K | Sell |
2,370
-41
| -2% | -$4.61K | 0.01% | 496 |
|
|
2023
Q4 | $244K | Sell |
2,411
-112
| -4% | -$11.3K | 0.01% | 448 |
|
|
2023
Q3 | $219K | Buy |
2,523
+211
| +9% | +$18.3K | 0.01% | 480 |
|
|
2023
Q2 | $220K | Buy |
+2,312
| New | +$220K | 0.01% | 462 |
|
|
2018
Q1 | – | Sell |
-843
| Closed | -$61K | – | 613 |
|
|
2017
Q4 | $61K | Buy |
+843
| New | +$61K | 0.01% | 768 |
|