SVB Wealth’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 | – | Sell |
-2,688
| Closed | -$370K | – | 704 |
|
|
2025
Q1 | $370K | Buy |
2,688
+731
| +37% | +$93.2K | 0.02% | 236 |
|
|
2024
Q4 | $231K | Buy |
+1,957
| New | +$228K | ﹤0.01% | 634 |
|
|
2024
Q2 | – | Sell |
-3,106
| Closed | -$348K | – | 763 |
|
|
2024
Q1 | $348K | Sell |
3,106
-341
| -10% | -$36.8K | 0.01% | 582 |
|
|
2023
Q4 | $347K | Buy |
3,447
+1,141
| +49% | +$113K | 0.01% | 581 |
|
|
2023
Q3 | $200K | Sell |
2,306
-156
| -6% | -$14.1K | ﹤0.01% | 751 |
|
|
2023
Q2 | $233K | Buy |
+2,462
| New | +$208K | ﹤0.01% | 768 |
|
|
2023
Q1 | – | Sell |
-3,052
| Closed | -$235K | – | 1019 |
|
|
2022
Q4 | $235K | Sell |
3,052
-109
| -3% | -$8.28K | ﹤0.01% | 852 |
|
|
2022
Q3 | $211K | Buy |
+3,161
| New | +$200K | ﹤0.01% | 832 |
|
|
2021
Q2 | – | Sell |
-5,139
| Closed | -$312K | – | 995 |
|
|
2021
Q1 | $312K | Buy |
5,139
+148
| +3% | +$8.17K | ﹤0.01% | 671 |
|
|
2020
Q4 | $267K | Sell |
4,991
-1,657
| -25% | -$86K | ﹤0.01% | 661 |
|
|
2020
Q3 | $312K | Sell |
6,648
-316
| -5% | -$16.2K | 0.01% | 511 |
|
|
2020
Q2 | $363K | Sell |
6,964
-631
| -8% | -$32.5K | 0.01% | 428 |
|
|
2020
Q1 | $364K | Buy |
7,595
+2,171
| +40% | +$113K | 0.01% | 361 |
|
|
2019
Q4 | $274K | Buy |
5,424
+137
| +3% | +$7.08K | 0.01% | 514 |
|
|
2019
Q3 | $249K | Sell |
5,287
-205
| -4% | -$9.36K | 0.01% | 456 |
|
|
2019
Q2 | $259K | Sell |
5,492
-86
| -2% | -$3.97K | 0.01% | 461 |
|
|
2019
Q1 | $269K | Sell |
5,578
-1,942
| -26% | -$97.3K | 0.01% | 350 |
|
|
2018
Q4 | $336K | Sell |
7,520
-2,794
| -27% | -$146K | 0.01% | 338 |
|
|
2018
Q3 | $556K | Sell |
10,314
-13,742
| -57% | -$703K | 0.02% | 323 |
|
|
2018
Q2 | $1.17M | Sell |
24,056
-55,871
| -70% | -$3.17M | 0.05% | 229 |
|
|
2018
Q1 | $5.01M | Sell |
79,927
-225
| -0.3% | -$15.4K | 0.19% | 103 |
|
|
2017
Q4 | $4.91M | Sell |
80,152
-10,703
| -12% | -$662K | 0.18% | 104 |
|
|
2017
Q3 | $6.08M | Sell |
90,855
-401
| -0.4% | -$28.3K | 0.23% | 99 |
|
|
2017
Q2 | $7.11M | Sell |
91,256
-1,256
| -1% | -$94.8K | 0.28% | 94 |
|
|
2017
Q1 | $7.54M | Sell |
92,512
-12,114
| -12% | -$953K | 0.3% | 91 |
|
|
2016
Q4 | $7.53M | Sell |
104,626
-127,247
| -55% | -$9.2M | 0.31% | 93 |
|
|
2016
Q3 | $18M | Buy |
231,873
+4,465
| +2% | +$361K | 0.73% | 45 |
|
|
2016
Q2 | $17.7M | Sell |
227,408
-38,972
| -15% | -$3.11M | 0.72% | 46 |
|
|
2016
Q1 | $21.8M | Buy |
266,380
+17,450
| +7% | +$1.42M | 0.89% | 31 |
|
|
2015
Q4 | $22.2M | Sell |
248,930
-19,538
| -7% | -$1.66M | 0.88% | 31 |
|
|
2015
Q3 | $20.6M | Sell |
268,468
-28,189
| -10% | -$2.36M | 0.8% | 31 |
|
|
2015
Q2 | $24.8M | Sell |
296,657
-1,399
| -0.5% | -$124K | 0.83% | 31 |
|
|
2015
Q1 | $26.9M | Buy |
298,056
+3,007
| +1% | +$259K | 0.87% | 30 |
|
|
2014
Q4 | $23.8M | Buy |
+295,049
| New | +$23.3M | 0.77% | 35 |
|
Other funds holding CAH
