Summit Trail Advisors’s Cardinal Health CAH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$682K Buy
2025
Q1
$367K Buy
2024
Q4
$257K Sell
2024
Q3
$441K Buy
2024
Q2
$257K Buy
2024
Q1
$266K Sell
2023
Q4
$244K Sell
2023
Q3
$219K Buy
2023
Q2
$220K Buy
2018
Q1
Sell
2017
Q4
$61K Buy