Total Wealth Planning & Management’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
$655K Buy
15,900
+11,096
+231% +$457K 0.53% 57
2025
Q1
$662K Sell
4,804
-222
-4% -$30.6K 0.63% 43
2024
Q4
$594K Buy
+5,026
New +$594K 0.54% 52